In a new white paper, Consolidation in the liner industry, the authors consider the merits, and pitfalls, of M&A activity within container shipping, but cautioned that strategy needs to be carefully through through. After a near-decade’s lull in significant M&A activity, 2014 saw Germany�...

The government said that foreign-flagged and owned vessels will be allowed to transport export and import cargo and empty containers between “any port in India to a transhipment port and vice versa, in addition to Indian vessels”. “The spare capacity of the foreign flag ships which could not b...

Those familiar with Deutsche Post DHL know that ambition and big claims are embedded in its DNA, but after a year of underachievement, are shareholders on the verge of losing faith in its management team? “Big mistakes have been made, and hope is slowly fading away,” a London-based portfolio man...

By then, market leader Maersk – which had been increasingly cautious with regard to capital allocation and acquisitions – had warned the shipping market that its profits were tumbling, and it is likely CMA was already aware how difficult it would to turn a profit in the last quarter of 2015. As ...

Read more... ...

It’s not the best of times to be an investor in Atlas Air Worldwide, but that should not come as a big surprise: it’s been a tough ride for a while for shareholders, as the chart here shows. ATSG’s shares rose more than 20% to a record high of $14.9 on the Amazon news, closing at $13.73. ATSG�...

The US-headquartered company may have wrapped up a record year, but solid financials may not be enough to dissolve disquiet about its future. “As the board knows, its performance on the stock exchange last year was barely acceptable, and we are neither thrilled nor excited about its prospects,” ...

We did some quick calculations, given that it is conference season, when the industry presents its face to the public. Air Cargo India kicked off the event calendar with four women speaking – out of 43 in total. It sounds bad. But at 8.5%, it turns out to be a fairly good start – ...

This modern day fable might contain a valuable lesson for companies in search of Big Data. Numerous articles are being published on the potential of Big Data in logistics, but those that chart its actual, successful use are far more scarce. It is still early days, but in my view we have yet to ...

Just how big is that loss, though? And what kind of risk does Hapag face this year, and next, if it doesn’t manage to return to the black? These are obvious questions following its latest trading update. Tidal ebb or flow? I have written about Hapag since it acquired the container business of...