COSCO Shipping Holdings

Supply chain radar: CH Robinson opens a crucial earnings season next week

A crucial earnings season begins next week for the companies on our radar.
As global supply chains are challenged by regionalisation and vertical integration of services and digitisation, among other exogenous factors, the fundamentals of most asset-light firms are a delicate margins-vs-volumes balancing act. Meanwhile, the container shipping companies and integrated logistics providers are, respectively, in transition mode and in a state of flux.
The spotlight next week, 29 January, will fall …

https://theloadstar.co.uk/supply-chain-radar-ch-robinson-opens-a-crucial-earnings-season-next-week/

Supply Chain Radar: Bloody Monday for Hapag-Lloyd

Sunday’s news that trade data for China was below consensus estimates put more pressure on the sagging stock prices of the major logistics companies when trade resumed on Monday, with Germany’s Hapag-Lloyd being the biggest loser around lunch time (GMT).
Since I wrote that its shares were priced to perfection at about €36.5 in late August, Hapag-Lloyd has shed 36% of value. It now trades close to a 52-week low of …

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https://theloadstar.co.uk/supply-chain-radar-bloody-monday-for-hapag-lloyd/

Supply chain radar: five container shipping targets in 2019…

In most of the conversations I have daily with container shipping sources, consensus is that the magic five – Maersk Line, MSC, Cosco Shipping, CMA GCM and Hapag-Lloyd – will unlikely entertain bold M&A moves this year, unless the right opportunities emerge.
The outlook for this battered industry remains downbeat, in my view, despite lower oil prices (which have started to rally again, after bottoming before Christmas) which may not provide relieve anymore.
In …

The post Supply chain radar: five...

https://theloadstar.co.uk/supply-chain-radar-five-container-shipping-targets-in-2019/

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