With global demand expected to contract by some 10% this year, due to the impact of the pandemic, blanked sailings are likely to be increasingly common feature among liner networks.
As a consequence, ocean carriers are reviewing their capacity growth …

Last Friday, I pointed out that among carriers and pure freight forwarders two players stood out in terms of capital appreciation since their lows in Q1 ’20. That analysis didn’t include the fortunes of a rather different player by asset …

When the yield of any asset class doubles or triples the typical level of (Western) inflation and stands out well above its own trend-line you must wonder how that could ever be, and what kind of risk is associated to …

“The board of directors resolved to issue the first overseas unsecured euro convertible bonds.” – Evergreen Marine Corporation, 9 July 2020.
If anything, last week’s announcement by Taiwanese carrier Evergreen Marine means that there isn’t enough cash to spare in …

Optimal distribution option for the Midwestern United States
Since 28 June 2020, SENATOR INTERNATIONAL has expanded its “SAB” (SENATOR Atlantic
Bridge) by another American destination. From now on, Chicago Rockford International Airport
(RFD) will be flown to weekly with the …

Here is the latest M&A-related news outside our T&L industry:
-> “Chip-maker Analog poised to buy rival Maxim Integrated for more than $17 billion”
MarketWatch writes that the “all-stock deal could be finalised as soon as Monday.”
It added:
“Semiconductor …

Scott Galloway writes:
Few firms counterpunch like Walmart. “Innovation” has a new, first-of-its-kind feel. But most stakeholder value is a function of firms benchmarking, copying, or stealing other firms’ great ideas: improving them, putting more wood/capital behind the arrow, or …