One sometimes has to abandon trying to add value to a particular debate because even if you achieve your very best, you cannot match the insights of your executive industry sources.
It happened to me this week.
Allure & premium
While delving into the synergy potential of the combined DSV+Panalpina (PAN) entity, aiming to get more than Dkr1bn out of the combined entity, excluding tax considerations, I became embroiled in separate conversations with two of the …
The post Supply chain radar:...
It is almost a year since I first talked to Fauad Shariff, co-founder and chief executive of New York-based CoLoadX, and last week I returned to him once more in my ongoing quest to understand more about the digital challenges that the ocean freight trade faces, at a critical time when a slew of new market entries claim to have monetised the so-called data stack.
We talked about some of the key aspects …
The post Market Insight: Q&A with Fauad Shariff – digitisation is often a matter of...
The right dose of financial engineering is often used by US-based 3PLs to boost shareholder value, and 2018 was no exception for CH Robinson, which opened the earnings season for asset-light T&L firms on Tuesday, showing that cash returns to shareholders and a solid operating performance were a winning combo in the past 12 months, when it delivered record annual results.
While it’s clearly a stellar annual performance – its results, …
The post Supply chain radar: CH Robinson’s formidable results...
I asked my trade sources what they made of the internal announcement made yesterday by CEVA Logistics, according to which Bertrand Simion, currently CMA CGM’s vice president logistics and supply chain, will report to Jerome Lorrain, chief operations officer, freight management.
Here is what I got for your amusement, and edification.
Feedback
Mr Fair Value (new entry, trade): “Indeed, in other news, a new CMA-CGM guy has been appointed as global head of ocean. Which makes him …
The post Supply...
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...
Little darling, it’s been a long cold lonely winter
Little darling, it feels like years since it’s been here
Here comes the sun
Here comes the sun, and I say
It’s all right
Here comes the sun, The Beatles, 1969
“So, they [CMA CGM management] must be good,” my wife nodded, after I explained the...
https://theloadstar.co.uk/supply-chain-radar-here-comes-the-sun-cma-cgm-vs-dsv/
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/
Possible conflict of interest considerations aside – here is an initiation note by UBS on Panalpina (PAN), dated 23 January – there are reasons to be cheerful about the DSV + Panalpina affair.
Reading the signs
For the record, our sources have confirmed that UBS is involved, advising Panalpina on DSV’s Sfr4bn bid. A few investors have told me that it would be strange if UBS was not restricted from coverage, which …
The post Supply chain radar: Panalpina bond note on Tuesday by UBS? The Swiss...
During the weekend I was rather entertained by AP Møller Mærsk subsidiary Twill’s latest affairs, and Amazon’s future dominance of the supply chain – a game that the Seattle-based behemoth would be crazy to play. And one that, given the signs and moves so far, it does not intend to play at all.
Those who suggest that the company led by star chief executive Jeff Bezos is likely to be a …
The post Supply chain radar: Amazon vs container shipping lines – you’re kidding, right? appeared first on The...
https://theloadstar.co.uk/supply-chain-radar-amazon-vs-container-shipping-lines-no-kidding-right/
I am afraid this is a quick and dirty take with no numbers at all today – thank God is Friday, as my brain and calculators can barely cope with all the different scenarios I have investigated in the past 48 hours. The key takeaway?
DSV + Panalpina is going to happen, but spare a thought for CMA CGM...