Supply chain radar

Supply chain radar: Rail payouts rock as logistics disappoints income hunters

We covered in detail at the end of last year the unimpressive lack of growth in income streams for two different, albeit sizeable, 3PLs in the US – illustrious CH Robinson and Expeditors.
After such a robust 2020 for them as well as all things logistics, actually, after a few bumps on the road in Q2 ’20; with the most prominent players we’ve so far been left with a bittersweet taste …

The post Supply chain radar: Rail payouts rock as logistics disappoints income hunters appeared first on The...

https://theloadstar.com/supply-chain-radar-rail-payouts-rock-as-logistics-disappoints-income-hunters/

Supply chain radar: Mind the (credit rating) gap

Earlier this week, credit rating agency Moody’s, the most prominent and influential agency in the field worldwide, assigned “a first-time A3 long-term issuer rating” to DSV Panalpina (DSV PAN).
How cool was that: surely another little step towards building their Viking Empire via transformational M&A. Yet inevitably it also drives a few more pertinent considerations for the supply chain and the pricing of risk for the major actors.
All good 
Firstly, arguing in favour …

The post Supply chain...

https://theloadstar.com/supply-chain-radar-mind-the-credit-rating-gap/

Supply chain radar: DSV Panalpina – ‘absolutely beautiful’

After last week’s action, the usual Monday update from DSV Panapina (DSV PAN) concerning weekly buybacks was significantly less entertaining, let alone relevant, than the latest insider talk about its upcoming numbers due next Wednesday, 10 February.
Also, some of you may have read another (typically ordinary) 22 January announcement ahead of results– subject: 2020 annual report analyst conference call… “a webcast and conference call will be held at 13:00 CET” – perhaps spotting...

https://theloadstar.com/supply-chain-radar-dsv-panalpina-absolutely-beautiful/

Supply chain radar: DB Schenker contra mundum – the original sin

The new state aid train has not yet left the station. And whether or not it will, or when, is a massive sticking point for debt-laden Deutsche Bahn, Europe’s largest railway operator and owner of 3PL DB Schenker.
Whose latest sins are in check, all things considered.
No big fuss?
As supply chain pressure built in late Q2 ’20, DB Schenker swiftly turned confrontational, deeply annoying from the outset, one of its chief …

The post Supply chain radar: DB Schenker contra mundum – the original sin...

https://theloadstar.com/supply-chain-radar-db-schenker-contra-mundum-the-original-sin/

Supply chain radar: Expect a Q1 ’21 booster for K+N, DSV, Expeditors at al

That the fourth quarter (Q4 ’20) was a boon for the ocean freight trade, everybody knew. If anything, less bullish headlines may come from air freight action, after a Q4 ’20 that could be remembered as the quarter preceding the Q1 ’21 booster.
Here’s why.
Niceeeee Filliiip
Take the numbers released in April last year by Kuehne + Nagel (K+N), the major ocean freight forwarder worldwide, for the first quarter (Q1 ’20).
Earnings per …

The post Supply chain radar: Expect a Q1 ’21 booster for K+N,...

https://theloadstar.com/supply-chain-radar-expect-a-q1-21-booster-for-kn-dsv-expeditors-at-al/

Supply chain radar: Club deals

There’s one rather enticing Premium common thread running through the latest research concerning supply chain outsourcing trends by the shippers and a slew of bolt-on logistics deals announced in recent weeks.
Ever heard of club deals?
Premise 
Let’s start with this: “43% of shippers plan to increase resilience by enlarging their pool of logistics partners in 2021,” Transport Intelligence argued last week.
In isolation, this may leave you with mixed feelings as to what that …

The post Supply...

https://theloadstar.com/supply-chain-radar-club-deals/

Supply chain radar: DSV Panalpina at the mercy of its own strategy

Talking of things you can control while others naturally test your nerve: it was in late September, with the second Covid-19 wave still building in Europe, that DSV Panalpina (DSV PAN) stock first climbed above Dkr1,000.
That near-support line for the shares is lower than the level it enjoyed during the first trading session of the year on Monday, when it closed at Dkr1,063.5.
Its performance, somewhat surprisingly, read +4.3% yesterday against …

The post Supply chain radar: DSV Panalpina at the...

https://theloadstar.com/supply-chain-radar-dsv-panalpina-at-the-mercy-of-its-own-strategy/

Supply chain radar: Don’t moan about Hapag-Lloyd – blame absent BaFin

As you probably know, Premium hasn’t been forgiving as far as German regulator BaFin’s inaction is concerned (our previous coverage is here), particularly with regard to its, erm, “management” of rapid movements in the shares of Hapag-Lloyd.
Yet right ahead of Xmas the Financial Times did much better than us, duly reporting on BaFin’s multiple deficiencies elsewhere (the much-advertised Wirecard fraud) as the German carrier – gotta love the coincidence, narrative here – …

The post Supply chain...

https://theloadstar.com/supply-chain-radar-dont-moan-about-hapag-lloyd-blame-absent-bafin/

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