logistics on steroids

Analysis: Mærsk – the vertical consolidation bluff

Hardly a day goes by when the risk of the ocean carriers invading the freight forwarding space, one way or another*, seems to become more real.
(*Either cutting out or simply trying to replace the middleman’s services with their own, if/when asset-light services are added to their offering mix via M&A.)
Background 
And while the narrative is the one promoted by the the most prominent container logistics integrator AP Møller-Mærsk (APMM) in May …

The post Analysis: Mærsk – the vertical...

https://theloadstar.com/analysis-maersk-the-vertical-consolidation-bluff/

Against the odds: Of Ceva, taxes and death

As the old saying goes, in life nothing is certain except death and taxes.
Then enter Ceva Logistics.
Serious business
Having sifted through the interim results of the CMA GCM group released last Friday, we can easily wonder if its 3PL arm Ceva, for which disclosure is minimal, is perhaps still doing too much business that it wouldn’t be doing if it were focused only on profitable accounts.
That’s implied in its ebit margin …

The post Against the odds: Of Ceva, taxes and death appeared first on T...

https://theloadstar.com/against-the-odds-of-ceva-taxes-and-death/

Market insight: Expect more ‘capability-driven M&A, not scale’ – Part 2

This is part two of a comprehensive brainstorming with Mr Hidden Lead, a senior freight forwarding executive, who eagerly shared his valuable insight with Premium recently.
Part 1 of this conversation can be found here; what follows is based on the initial agenda shared in our previous post.
If you wish to talk to me and let Premium choose your nickname (pending your approval), please get in touch here or call me @ …

The post Market insight: Expect more ‘capability-driven M&A, not scale’ – Part 2

https://theloadstar.com/market-insight-expect-more-capability-driven-ma-not-scale-part-2/

Logistics on steroids: Keep it rolling – early 2021 laggards & leaders

Earlier this week, Premium highlighted the truly outstanding stock market performance of Mainfreight, a 3PL based in Auckland – one of the best, albeit smaller players, out there.
Have we reached that ‘beyond rational‘ moment yet?
God only knows.
Rising star
Now, whether you like or not what US-based XPO Logistics is doing elsewhere via its major spin-off – it’s clearly uncharted territory value-wise for the new spun-out company, in particular – investors have …

The post Logistics on steroids:...

https://theloadstar.com/logistics-on-steroids-keep-it-rolling-early-2021-laggards-leaders/

Snapshot: Mainfreight’s rally – written in the stars

Here’s a short take for our shameless self-promotion corner: maybe you remember one of our latest updates concerning New Zealand’s Mainfreight (MFT) – it is here: “Taking a page out of Mainfreight’s book“.
In particular, these Premium remarks dated 4 August are well worth a reminder: “in short, the party may have just started for the multiples arbitrageurs.”
Enough said? Yes and no.
Since then, the stock breached another record high this week on …

The post Snapshot: Mainfreight’s rally – written...

https://theloadstar.com/snapshot-mainfreights-rally-written-in-the-stars/

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