Alessandro Pasetti

1 week ago | theloadstar.com | Alessandro Pasetti

Damn it: another case of a ’lost quarter’ for JB Hunt? Yes and no. The disclosure of Q1 25 numbers released after the US market close yesterday didn’t lift animal spirits. Stock down -6% to $126.8 in pre-market today – if confirmed in regular trade that would be a new 52-week low. And also its lowest level since late 2020. And that’s not where the bad news ends. With core Intermodal and Dedicated business units under pressure in terms of earnings power*, while the three ...

1 week ago | theloadstar.com | Alessandro Pasetti

“We remain quite bullish.”Those were the words of a sharp Tobias Meyer, DHL Group CEO, on Bloomberg Television yesterday. As trade-related risks abound, what’s going to happen next “is very uncertain”, of course, Meyer noted. And talking of shippers actively managing their supply chains, you “really see some fatigue of decision-makers”, particularly “in manufacturing and distribution” right now.

1 week ago | theloadstar.com | Alessandro Pasetti

Looking for a ’pairs trade’ – as defined here – is seldom heard in transport and logistics (T&L), from my recollection of equity research published in recent times. But exogenous shocks can change that, making such an investment approach more reasonable. And now, without going as far as talking extensively of how other pairs trade strategy works or the risk it carries – leading, for instance, to the demise of Long-Term Capital Management, When Genius failed, in the late 1990s – it ...

1 week ago | theloadstar.com | Alessandro Pasetti

Walmart’s so-called ’Investment Community Meeting’ held on Wednesday, 9 April, was flashy and rather helpful in trying to determine the challenges and opportunities for the US’s largest retailer and major transpacific importer to the US from China. Ahead of the event, DeskOne highlighted one of the main takes sourced from the ($730bn-market-cap) retail behemoth’s disclosure…(Click to expand the screen grab below.)… concerning: “Driving growth and shareholder value“.

1 week ago | theloadstar.com | Alessandro Pasetti

As China retaliates*, as expected, and the trade war with America reaches its apex so far, talk in our marketplace on who will end up being blamed for disruptions in procurement heats up. But we have consensus.