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ReachX Thematic Sparks - Transport & Logistics in uncertain times: likely winners


Publication Date: 12 Sep 2019 - By Roger Elliott By Roger Elliott

Thematic Investment Strategies Equity Fundamental Fixed Income/Credit Private Equity Equity Global Transport

What are the big factors that one must know about transport logistics? 

Click HERE to listen to the introduction

This multi-billion dollar sector requires a host of regulatory and safety protocols to be followed that can go overlooked but can affect a business's profitability.

Roger Elliott, Co-founder and former head of the EMEA transport equity research team at Citigroup, discusses these issues including:

  • M&A activity in the industry, and

  • the trade war between the US and China 

Some of the key topics discussed in this webcast are:

  • Definitions of trade, composition, key corridors
  • Ceva/CMA CGM merger business logic
  • Trade tariffs: impact on the holiday season and later
  • Growing administrative burden: how it could benefit freight forwarders

This webcast will cover companies including: Deutsche Post AG, Hapag Lloyd AG, AP Moeller - Maersk A/S, Kuehne und Nagel International AG, CEVA Inc.

Transcript + Audio

Source: ReachX Research

Pages: 15

Released: 12 Sep 2019

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The Author

Roger Elliott

Equity Analyst




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