By Alessandro Pasetti 29/08/2025 Yielding 7.5% at its current depressed value of $87 a share, UPS is on everybody’s lips in the investor community. Classic value conundrum. Still too early …
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By Alessandro Pasetti 29/08/2025 September is typically that time of the year when big companies announce changes, new initiatives and internal targets, budget allocation and spending, all corporate actions backing …
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By Mr Joy 27/08/2025 President Trump’s import tariffs spurred confusion among the world’s postal services and retailers by removing the de minimis threshold for small parcels. So what? Nothing too …
By Ruben Huber 26/08/2025 Bad figures (again) were disclosed by a country that was once the European economic engine, Germany… sigh, another quarterly GDP decline hit the wires last week. …
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By Alessandro Pasetti 26/08/2025 Tariffs, a sluggish peak season, shipper procurement requests that add pressure to margins in forwarding, and a share price going nowhere fast – combine all that …
By Charlotte Goldstone 24/08/2025 In this week’s episode of The Loadstar’s News in Brief Podcast, sponsored by Etihad Cargo, host and news reporter Charlotte Goldstone recaps the week’s supply chain …
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By Alessandro Pasetti 22/08/2025 “As we replenish inventory at post-tariff price levels, we’ve continued to see our costs increase each week, which we expect will continue into the third and …
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By Alessandro Pasetti 21/08/2025 The best days of the summer behind us, it’s eerily quiet out there in transport and logistics (T&L). However, from one conference call to another, in …
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By Alessandro Pasetti 20/08/2025 It’s all in the tables contained in this column. Really. First and foremost You have to give it to CH Robinson’s (CHRW) top management team of …
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By Alessandro Pasetti 19/08/2025 Musings. Looking backwards It was just over a year ago when we predicted that AP Møller-Mærsk (APMM) CEO VIncent Clerc would have been gone by now. …
By Alessandro Pasetti 19/08/2025 “Can you please expand on how you expect to be break even by the end of next year?” Uh-oh That was a key question for the …
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By Alessandro Pasetti 18/08/2025 The Alaska summit came and went – no deal. Or: no deal yet, and the show continues. In any case, talking remains better than not talking, …
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By Alessandro Pasetti 18/08/2025 How much your customer is worth is quite a serious matter, if you are a forwarder. Even more so if you are trying to be the …
By Charlotte Goldstone 17/08/2025 In this week’s episode of The Loadstar’s News in Brief Podcast, host and news reporter Charlotte Goldstone recaps the week’s supply chain news and gives you …
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By Alessandro Pasetti 15/08/2025 It’s that time of year when Toll Group lodges its financials with the Australian Securities and Investments Commission (ASIC). And a couple of weeks ago, the …
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