JB Hunt

Supply chain radar: ‘Distraught?’ Exposure in the dog days of summer

Barring the really weird action of New Zealand’s Mainfreight stock last Friday, briefly down ~ 10% at one point the day after its full annuals were published…
… and a breakout moment that for Australia’s WiseTech has turned sour after a solid rally since mid-March…
…. Hapag-Lloyd’s rollercoaster remains unbeatable out of all those happy supply chain players on our radar.
Sigh
When, changing hands just below €70, I wondered if its stock was only halfway …

The post Supply chain radar:...

https://theloadstar.com/supply-chain-radar-distraught-exposure-in-the-dog-days-of-summer/

Intermodal volumes will take months to improve, panel predicts

A photograph of four intermodal containers.

Intermodal volumes could start to improve around the fourth quarter of 2020 or the first quarter of 2021, but uncertainty surrounding the coronavirus pandemic makes any volume forecast dicey, said a trio of panelists at Wolfe Research’s Global Transportation and Industrials conference on Tuesday.

“You have some really big factors that aren’t normal items,” and it’s not just an economic issue but a biological one, said Jim Filter, Schneider National (NYSE: SNDR) senior vice president and general...

https://s29755.pcdn.co/news/intermodal-volumes-will-take-months-to-improve-panel-predicts

Analysis: Magic Expeditors tops the major league – DSV, XPO et al chasing

After what was the worst quarter for asset-light operators in recent memory – say around eight years ago after the previous, cyclical 2001 debacle – and only three weeks from the closing of a second quarter that sent shivers down your spine, the six major listed Western firms wrestling with Covid-19 and disruption risk in the supply chain have left a mark with their Q1 trading updates.
(The table above – …

The post Analysis: Magic Expeditors tops the major league – DSV, XPO et al chasing...

https://theloadstar.com/analysis-magic-expeditors-tops-the-major-league-dsv-xpo-et-al-chasing/

FreightWaves LIVE@HOME Day 1: Good conversations and innovative ideas highlight virtual freight conference

FreightWaves LIVE

Under pressure from COVID-19, in-person conferences across the country have been cancelled or postponed, and that includes many in the freight industry. But, the show must go on, they say, so FreightWaves plowed ahead with its FreightWaves LIVE event, originally scheduled for this week in Atlanta. No longer an in-person event, the event was rebranded FreightWaves LIVE@HOME, which kicked off today.

The virtual event features a full three days of great presentations, conversations and company...

https://s29755.pcdn.co/news/freightwaves-livehome-day-1-good-conversations-and-innovative-ideas-highlight-virtual-freight-conference

Supply chain radar: Klaus-Michael Kuehne – head and shoulders above all

“Know what you own, and know why you own it.” – Peter Lynch
Kuehne + Nagel (K+N) is one of a kind among its peers.
Yet the best way to assess what it’s up to is to start with the very basics, gauging the stock performances of the all the major asset-light transport operators in the Western world, take it from XPO Logistics and determine whether its latest overly conservative capital allocation …

The post Supply chain radar: Klaus-Michael Kuehne – head and shoulders above all appeared first on The...

https://theloadstar.com/supply-chain-radar-klaus-michael-kuehne-head-and-shoulders-above-all/

Analysis: Supply chain awards 2019, and the winners (and losers) are…

The challenge was to sum up a year of supply chain achievements in 30 words for each global player on my radar?
Accepted.
Yet be safe in the knowledge we will overlook corporate strategy here, rather focussing on hard evidence and the performance of the majors as the year joyfully draws to a close.
First things first.
The 2019 star: Hapag-Lloyd.
Its stock up 226%; 2019e free cash flow yield 13%; net debt up 15.3%, free …

The post Analysis: Supply chain awards 2019, and the winners (and losers)...

https://theloadstar.com/analysis-supply-chain-awards-2019-and-the-winners-and-losers-are/

JB Hunt enters US freight forwarding fray after gaining NVOCC licence

One of the largest overland freight transport providers in the US, JB Hunt, has entered the freight forwarding sector after receiving an NVOCC licence from the Federal Maritime Commission (FMC).
According to ocean recovery expert Steve Ferreira, founder of Ocean Audit, JB Hunt was awarded its non-vessel operating common carrier licence “a few weeks ago”, and the FMC ocean transport intermediaries (OTI) database lists JB Hunt as an authorised NVOCC with …

The post JB Hunt enters US freight...

https://theloadstar.com/jb-hunt-enters-us-freight-forwarding-fray-after-gaining-nvocc-licence/

Against the odds: The M&A hurricane boosts DSV and Panalpina, but where is the real value?

Against the odds comes in two forms: a column, on merit when warranted, and a monthly excel calculator, which is updated around the beginning of each calendar month. It challenges common sell-side wisdom in financial markets that the future often has better events in store than the past. The vast majority of consensus estimates from analysts, often modelled against a company’s guidance, are a case in point.
In a typical bearish fashion, …

The post Against the odds: The M&A hurricane boosts DSV...

https://theloadstar.com/against-the-odds-the-ma-hurricane-boosts-dsv-and-panalpina-but-where-is-the-real-value/

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/

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