Today’s short note needs few words and lots of faith or, rather, a leap of faith as the long tail of certain fixed-income securities maturing at the very long end of the yield curve has started to bend.
In the wrong direction, unfortunately for the bulls. Did I say the bulls?
While equity...
It’s a scary spiral getting out of control, when it comes to fair value considerations, if a major 3PL in full restructuring mode attracts so much attention on the stock market soon after the release of just a few headline numbers from two of its fierce rivals, which spurred my Monday rant this...
https://theloadstar.com/snapshot-lifting-animal-spirits-at-kuehne-nagel/
Please stand up the fool who said that DSV Panalpina (DSV PAN) stock at fair value was worth just a bit more than half its record Dkr1,070 mark on Monday and still, despite all the evidence, hasn’t changed his mind.
Fair enough, I am alone and the smart money is obviously smarter than me.
Bears
Damn...
And so another milestone was achieved today in early trade by Denmark’s DSV Panalpina (DSV PAN): Dkr1,000 a share.
Flying
You read it in the key stats section of the FT: “DSV Panalpina A/S (DSV:CPH) set a new 52-week high during today’s trading session when it reached 1,003.50. Over this period, the share price is up 53.43%.” The shares later hit Dkr1,007.
Other snappy information is contained in the table below (Tab 1), …
The post Snapshot: DSV Panalpina shoots the Dkr1,000 rapids, more white...
https://theloadstar.com/snapshot-dsv-panalpina-shoots-the-dkr1000-rapids-more-white-water-to-come/
On 10 September, Swiss 3PL Kuehne + Nagel (K+N) announced that “with the opening of airside pharma & healthcare hubs in Brussels, Belgium, and Johannesburg, South Africa,” it “adds two strategic elements to its global GxP-certified network of temperature-controlled facilities for the distribution of vaccines and other pharma & healthcare products.”
This in a world where vaccine prototypes may or may not work and where air is tight and must be …
The post Snapshot: In Kuehne + Nagel we trust...
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/