buybacks Archives - Maritime Shipping News

Analysis: CH Robinson – done with creative cash creation. Now what?

18 January 2022

One of the most talked about, listed and shining transport and logistics (T&L) firms in supply chain, CH Robinson (CHRW), has been on a roll lately.
Two events – announced two weeks apart in late November and early December – are representative of the Eden Prairie-based company’s financial situation.
One can be split into two capital allocation tiers (dividend and buybacks) yet each is, at least partly (you can choose whichever toy …

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Unraveling the Complexity & Dividend Strategy of Maritime Shipping

19 November 2020

For certain investors, willing to invest with highly variable durations, shipping has the potential to be quite lucrative.
In contrast, investors who expect their returns to steadily reflect the risks will find most firms in shipping uninvestable.
Many investors should only touch shipping via preferred stocks, and should do even that with caution.

An article in Seeking Alpha reviews the dividend strategy of maritime shipping, as explained by Paul Drake.

Crude tanker sector

The VLCC tankers cost...

https://mfame.guru/unraveling-the-complexity-dividend-strategy-of-maritime-shipping/

On the wires: DSV Panalpina – ‘you’ve made your bed, now lie in it’

17 March 2020

“As a result of the current global outbreak of coronavirus, supply chains and the global transport and logistics markets are currently seeing a substantial negative impact. During February, the impact was mainly related to transports from and to China, but now the impact on supply, demand and transport and logistics capacity is global.
“Results have been on budget for January 2020 and approximately Dkr150 million below budget for February 2020.”
– DSV …

The post On the wires: DSV Panalpina –...

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Supply chain radar: Is DSV Panalpina immune to tech melt-ups?

23 January 2020

“Maybe it’s London. Maybe it’s New York. Maybe it’s Paris. A somber voiceover: ‘It started in Wuhan. The government said it was contained. Within two weeks, the shelves were empty. By the third week, bodies were piling up in the streets. On the fourth week, the last news broadcast cut out. By week five, there was no electricity’. We’re kidding, of course.” – The Heisenberg, “Outbreaks and tech melt-ups“, 22 January …

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On the wires: Skou pilots Maersk to one record after another. Unstoppable on all counts?

13 December 2019

“Bac Ninh, Vietnam — on December 11th, 2019, the official opening ceremony for the new logistics centre took place in Bac Ninh, Vietnam in the presence of Danish Ambassador to Vietnam Mr. Kim Højlund Christensen, Vietbeko Head of Supply Chain Mr. Quang Le and Maersk senior executives.” – AP Møller-Mærsk (APMM), “Maersk expands in North Vietnam with opening of new logistics centre”, 11 December 2019.
There have been a few headlines worth a …

The post On the wires: Skou pilots Maersk to one record...

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Happy birthday radar: Premium – It’s only just begun…

8 November 2019

It’s our birthday today at Premium – our first birthday, already!
Thank you, thank you, thank you all!
In a nutshell, we have learnt lessons. We have sometimes been right, sometimes been wrong, but as The Loadstar publisher, Alex Lennane, put it to me today:
“Premium has gone from strength to strength in its first year. While not always liking what they read, the major logistics companies recognise that its unique blend of …

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Supply chain radar: Keep the faith in ‘best of breed’ Expeditors at your own risk

6 November 2019

Tuesday was a fun day.
Expeditors stock skyrocketed in early trade as the Seattle-based 3PL set a new all-time high of $81.15 following the release of its third-quarter (Q3) trading update.
Its financial performance had something to do with it, but I reckon it was a fantastic opportunity for those who had been long the shares close to the $80s a share mark since the previous records of September, to trim their …

The post Supply chain radar: Keep the faith in ‘best of breed’ Expeditors at your...

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Market Insight: Copenhagen burns cash as APMM ‘wants the top forwarders out’

25 September 2019

“Bottoms in the investment world don’t end with four-year lows; they end with 10- or 15-year lows.” – Jim Rogers.
If you have good memory you must recall that in July I wondered whether shrinking the share count made any sense to prop up shareholder value at AP Møller-Mærsk (APMM).
In principle, the idea that earnings per share growth could boost appetite in a stock that trades at a large discount to …

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