TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Shipping Also Faces Potential Write-Downs Vincent Fernando submits: In an email note, Charles de Trenck of research firm Transport Trackers highlights how shipping companies could face substantial write-downs. In a similar fashion to banks right now, some of their assets are being carried on the balance sheet at far higher values than the current market value. So expect their balance sheets to be far worse than they look right now. Transport Trackers: Brokers have highlighted a new all-time low for container charter rates this week (and the BDI traded back below 4,000...psychology playing its role here both on up and down sides...though some tankers did better this week).Complete Story » seekingalpha.com |
Shipping: Another Sign Recovery Is Running Out of Steam? Michael Panzner submits: In a post at OilPrice.com, "Shipping Indices Highlight a Potential Commodities Sell Off," Dave Forest points us to an interesting development. It appears that the bulk of a recent decline in the China Containerized Freight Index, which tracks shipping prices for goods sailing from China to 11 different regions around the world, stems from a drop in just two CCFI sub-indexes: Eastern and Western U.S.Complete Story » seekingalpha.com |
WestJet Airlines Ltd. Q1 2010 Earnings Call Transcript WestJet Airlines Ltd. (WJAVF.PK)Q1 2010 Earnings CallApril 04, 2010 10:00 am ETComplete Story » seekingalpha.com |
Textainer Group Holdings Limited Q2 2010 Earnings Call Transcript Textainer Group Holdings Limited (TGH)Q2 2010 Earnings Call TranscriptAugust 12, 2010 11:00 am ETComplete Story » seekingalpha.com |
Recovering Freight Demand Will Benefit Logistics Firms Morningstar submits: By Keith SchoonmakerThird-party logistics firms, or 3PLs, generate some of the highest returns on invested capital in our industrial stock coverage universe. Due to their asset-light business model, these firms' margins generally are robust even during periods of weakness in freight shipping. Logistics providers benefit from international trade, and from the secular increase in the practice of outsourcing shipping functions. Shippers hire traffic management from 3PLs to reduce transportation costs, decrease fixed assets, reduce inventory expenses, and improve shipping accuracy. Together, these benefits allow shippers to focus on their core competencies. We project revenue growth at 3PLs to outpace global GDP growth, based not only on our expectation that a greater volume of goods will be shipped by expanding global exchange, but also due to our belief that logistics firms will gain a greater share of their customers' transportation wallets.Complete Story » seekingalpha.com |