“Maersk is set to benefit from a pick-up in scrubber retrofits and easing trade tensions, as well as container supply chain digitisation.” – Jefferies, 13 October 2019. 
There is bullishness in some financial circles about the prospects of AP Møller-Maersk …

“Sinotrans has unlocked some value over the past few years, but significant assets are still stated at historical cost on the balance sheet. We estimate disposal of 10% of its land could generate cash inflow of Rmb1bn [$140.2m] and an …

THE HEISENBERG writes: “Oh, what a difference a year makes. Thanks in no small part to tax cuts and deficit-funded, supply-side fiscal stimulus, 2018 was a record year for S&P 500 cash spending. In fact, as Goldman writes in an …

Asia-North Europe ocean carriers are preparing big increases in FAK rates next month, after squeezing capacity on the route with blanked sailings and a suspended loop.
Maersk has advised its customers that from 1 November, its FAK rates from Shanghai …

UK haulage and logistics operator Wincanton has confirmed it is considering a bid to buy domestic rival Eddie Stobart Logistics.
Wincanton has issued a statement to the London Stock Exchange (LSE) confirming it is valuing a possible deal.
It said …

The Transported Asset Protection Association (TAPA) wants to work with the EU to create a common standard for secure truck parking, in a bid to prevent cargo crime that has reached record levels this year. 
TAPA launched its Parking Security …

Intriguing on-the-ground report in the South China Morning Post from this week’s Hong Kong Electronics Fair, which shows the different responses of Chinese manufacturers to US tariffs on their goods. Some are relocating, some are holding their noses and paying …