It has been an eventful week so let’s kill it with a swift tour of the rumour mill on a sunny, happy Friday that couldn’t be sunnier and happier and colder down here.
First things first.
With Tobias Meyer named as the new Deutsche Post DHL Group CEO from May 2023, the reign of Frank Appel comes to...
https://theloadstar.com/market-insight-dhl-db-schenker-dsv-maersk-cma-cgm-rumour-mill-tour/
There has been lots on Premium‘s (logistics) plate since last Friday.
From strongly rumoured interest by AP Møller-Mærsk (APMM) in Asian deal-making to Kuehne + Nagel initiating managerial changes, via Worldwide Flight Services affairs and the latest radio silence concerning CH Robinson + BDP International… as well as, take a breath… a slew of other side (Toll Group) chats that were unmissable for all supply chain Bengal baby tiggers like us.
Also …
The post Market Insight: Claw sharpening –...
https://theloadstar.com/market-insight-claw-sharpening-maersk-asia-ma-kn-ceo-and-more/
It was an absolute pleasure for just over an hour to share my views with Daniel Röska and his crew at Bernstein Research for the webinar: “Bernstein Insight – Global Forwarding: The dawn of the M&A decade”.
The time came to make sure that what I said made total sense, so I duly re-listened to the...
https://theloadstar.com/market-insight-the-dawn-of-the-ma-decade-and-then-some/
“”2020 was an exceptionally challenging year for Deutsche Post DHL Group. Our services were in demand more than ever. We not only posted record earnings, but also created 20,000 new jobs worldwide (…). We focused on our profitable core logistics businesses by consistently aligning our company towards e-commerce and investing in our logistics network and digitalization (…). This success didn’t come from nowhere. It is the result of years of hard …
The post On the wires: On the metric that really...
https://theloadstar.com/on-the-wires-on-the-metric-that-really-matters-dp-dhl-smashes-fedex-ups/
Earlier this week, credit rating agency Moody’s, the most prominent and influential agency in the field worldwide, assigned “a first-time A3 long-term issuer rating” to DSV Panalpina (DSV PAN).
How cool was that: surely another little step towards building their Viking Empire via transformational M&A. Yet inevitably it also drives a few more pertinent considerations for the supply chain and the pricing of risk for the major actors.
All good
Firstly, arguing in favour …
The post Supply chain...
https://theloadstar.com/supply-chain-radar-mind-the-credit-rating-gap/
A trifecta of sell-side notes gratefully landed in my inbox on Tuesday alongside the preliminary, unexpected figures of the most prominent integrated logistics behemoth in Europe as well as others.
It was hectic yesterday tracking the events, in fact, with the appearance of a new hybrid logistics player, BrightDrop (a General Motors first-to-last-mile green delivery company) coming soon after XPO Logistics disclosed its spin-off leadership, as well as John Menzies and Matson and their rallies …
T...
https://theloadstar.com/on-the-wires-kuehne-nagel-dp-dhl-bulls-still-charging-at-full-force/
With all the noise surrounding a structural lack of capacity in ocean and air freight; asset-heavy versus asset-light logistics in the vertical consolidation race; the resurgence of integrated logistics in the time of Covid-19 – well, all the major themes we have been banging on about for some time weren’t a total waste of time in previous years, and even less so in 2020.
👏: a round of self-applause for the …
The post 2020 radar: What we went through – and what’s next appeared first on The...
https://theloadstar.com/2020-radar-what-we-went-through-and-whats-next/
All,
Please join the priest and the altar lady in silent prayer after some of the findings in the third-quarter numbers (Q3 ’20) released by Deutsche Post DHL (DP-DHL) last week on Tuesday – which were broadly in-line with the pre-Q3 ’20 announcement five weeks ago or so.
In short, what it gained one day in early October on the stock market, it lost last week – barring broader trading considerations. Try again? Uhmm.
A minute …
The post Snapshot: Enter a transpac silver lining for DHL, where...
https://theloadstar.com/snapshot-enter-a-transpac-silver-lining-for-dhl-where-poor-expeditors-leads/
Since the credit crunch over a decade ago and one patent cliff after another*, US drug maker behemoth Pfizer has gone through its pipeline troubles seriously challenged, yet has emerged mostly unscathed.
And now, with the Covid-19 vaccine goldmine in sight**, the future may have a completely different taste if a) its magic dose receives the final, green light from the regulators and, equally important b) it gets the logistics angle of its business proposition …
The post Supply chain radar:...
https://theloadstar.com/supply-chain-radar-pfizer-logistics-must-be-as-good-as-its-science/
DP-DHL enjoyed a strong third quarter on the back of surging e-commerce volumes, and looks set for a better full-year performance than in 2019.
Revenues in Q3 grew 4.4% year on year, to €16.2bn ($1.65bn), while ebit increased 50% to €1.4bn, and the group now anticipates ebit of €4.1bn to €4.4bn for 2020, against last year’s €4.1bn.
Free cash flow increased by more than €750m to some €1.3bn, and the group has …
The post E-commerce the star performer, driving growth for DP-DHL in Q3 appeared first...
https://theloadstar.com/e-commerce-the-star-performer-driving-growth-for-dp-dhl-in-q3/