“There is not a crime, there is not a dodge, there is not a trick, there is not a swindle, there is not a vice which does not live by secrecy.” ― Joseph Pulitzer.
It is the worst-kept secret in logistics. Nobody understands what exactly is going on and why the stock keeps rising to record highs –...
https://theloadstar.com/ma-radar-hapag-lloyd-somethings-brewing-in-hamburgs-secret-rooms/
Kuehne + Nagel up (+9.6%), DSV Panalpina down (-0.5%) on the stock market is the headline story at Wednesday’s close following the release of a respectable trading update by the Swiss company – in short, it’s momentarily 1-0 to yield (K+N) versus growth (DSV) so far this earnings season.
Well, we’ll soon find out how their chief American rivals in the broader 3PL universe – XPO Logistics (28 October), CH Robinson …
The post Analysis: Coming soon – that Halloween moment for ‘more together’ DSV...
https://theloadstar.com/analysis-coming-soon-that-halloween-moment-for-more-together-dsv-panalpina/
This Indian summer has brought about a slew of hot rumours and serious – and some less serious – market talk regarding deal-making that I thought it would be worth sharing in a preliminary attempt aimed at predicting what could be next in our beloved, sometimes overly cautious, industry.
What’s known
Drawing from several conversations about CMA CGM/Ceva Logistics in the past few weeks, I have concluded that we are soon going …
The post M&A radar: Partial sale of Ceva the only certainty as deal...
https://theloadstar.com/ma-radar-partial-sale-of-ceva-the-only-certainty-as-deal-smoke-thickens/
There was little extra joy in Kuehne +Nagel’s third-quarter (Q3) and nine-month results (9M) for the bulls today, although the shares traded a whisker away from their 52-week highs of almost Sfr154 at the time of writing.
Its interim update was respectable and solid but well short of exceptional. Also, if you have followed our preview earlier this month, it was rather boring as far as the performance of its core air …
The post Supply chain radar: K+N doesn’t excite but that could change in a...
https://theloadstar.com/supply-chain-radar-kn-doesnt-excite-but-that-could-change-in-a-flash/
Mark 22 October on your calendar: Kuehne + Nagel (K+N) opens the earnings season for freight forwarders with its third-quarter (Q3) and nine-month (9M) results.
For the first time since I have started coverage, it won’t be preceded by its smaller domestic rival, Panalpina – which is now owned by DSV, whose trading update is due on 1 November – so it will set the tone for all others.
Lucky K+N? Maybe.
K+N vs …
The post Analysis: Kuehne versus Kuehne just as the Danes close in… appeared first on Th...
https://theloadstar.com/analysis-kuehne-versus-kuehne-just-as-the-danes-close-in/
Fold and live to fold again is an old saying in poker which perfectly applies to logistics nowadays. My marketplace has been buzzing of late: from Toll Group to CMA CGM via DB Schenker and DSV Panalpina, all my trusted sources agree that it’s a balancing act for most in so many different ways – and especially so for Kuehne + Nagel.
And its founding father.
Australia
To sum up consensus, the prospects …
The post Supply chain radar: From Toll to CMA CGM via DBS & DSV – as nerves grow,...
More ships, bigger volumes and higher freight rates: what more could a container line possibly hope for?
A rocketing share price, perhaps.
That’s how things look at Germany’s biggest container line, Hapag-Lloyd, which in early August reported confident half-year results – very possibly the best of the lot worldwide, ahead of CMA CGM’s interim update which is due soon.
And in the background, there appears to be a tussle for control going on, …
In 2029, Klaus-Michael Kuehne will be 92 – I can picture him boasting about the greatness of a grand plan that only he could envisage.
First off, though, the Q2/H1 19 numbers released today by the ocean freight leader, Kuehne + Nagel.
Next
Most of the headline numbers contained in its second-quarter (Q2) trading update released today were broadly in line with our expectations – please click here and here for our previous Premium …
The post Against the odds – Come on, Klaus-Michael Kuehne: spin...
While I worked really hard to find out what happened at the AGM of Panalpina (PAN) held yesterday afternoon at the Congress Center Basel my sources argued that I “didn’t have to look far” for the real corporate action, given the latest instructions imparted to Kuehne + Nagel by owner Klaus-Michael Kuehne.
AGM
I was looking forward to the PAN annual event ever since a senior M&A investor earlier this month commented …
The post Swiss affairs radar: Kuehne + Nagel job cuts talk overshadows...
https://theloadstar.com/swiss-affairs-radar-kuehne-nagel-job-cuts-talk-overshadows-panalpinas-agm/
Sources in the container shipping industry are closely watching the latest development of many of their counter-parties in the freight forwarding trade, with ocean market leader Kuehne + Nagel drawing the attention of most of my contacts, for obvious reasons.
“K+N is cutting the fat to the bone in order to grow more aggressively, mainly in ocean as well as in air freight,” said the executive of a major rival freight …
The post Supply chain radar: K+N cuts the fat to the bone to grow...