ReachX logo

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

Research

Publication Date: 12 Sep 2019 - By Roger E. By Roger E.
Actionable
Differentiated

Equity Fundamental Thematic Investment Strategies Private Equity Fixed Income/Credit 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

Unlock for 2 credits

The Author

Roger E.

Equity Analyst

Transport

Connect

 

Most read