Alessandro Pasetti

United Kingdom

Director at The Loadstar

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Articles

Just Lund - The Loadstar

2 days ago | theloadstar.com | Alessandro Pasetti

When DSV finally won Schenker for €14.3bn in September 2024, CEO Jens Lund went on camera talking to Bloomberg about the largest deal ever done in forwarding as if that historic moment were just any other moment. He calmly talked risk and opportunity, balancing all sides of one game-changing M&A announcement that would have likely gone to the head of any other executive in supply chain, where marketing stunts are often a sour pill to swallow, more so than in other ...
Analysis: DHL Group – the bear dance - The Loadstar

3 days ago | theloadstar.com | Alessandro Pasetti

Value, what value? Oh, well… There’s a rare diverging view on DHL Group and its prospects in the equity markets, while industry executives try cautiously to assess the current environment for the trade, downplaying downside risk for value. On the one hand, the bulls like the soft legal restructuring that the German group is undertaking, optimistically stating that the financial/operational risk posed to Express, DHL’s chief earnings contributor, is manageable.
Fred Smith - the man who made the impossible, possible - The Loadstar

4 days ago | theloadstar.com | Alessandro Pasetti

Fred Smith (11 Aug 1944 – 21 June 2025)Just about five months after Federal Express (FedEx) was formed on 17 April 1973, the world was struck by the ’first oil shock’ spurred by the Yom Kippur War. Under the stewardship of Marine Corps veteran Fred Smith (pictured below), FedEx from Memphis feared absolutely nothing. Little did the relatively young Smith, then aged 35, know about what was around the corner and how its ambitious aircraft-delivery business, reaching just 25 cities in the ...
EXCLUSIVE: WiseWhite & Sons – E2open deal, Schenker rollout, pipeline & debt - The Loadstar

1 week ago | theloadstar.com | Alessandro Pasetti

Ok, so, I asked on your behalf:“Is the transformational E2open deal announced a month ago, in your view, cheap or dirt cheap?”And:“Was it pure coincidence that WiseTech went for it as the DSV-Schenker deal closed, while the market to target is a lot more mature, given your several wins with global logistics services providers [GLSPs] in recent years?”(Then, capital structure risk, GLSP pipeline, cost of funding, plus…)Hold your horses.
US road freight recession persists – how to play it in LTL - The Loadstar

1 week ago | theloadstar.com | Alessandro Pasetti

The other day, Prof Jason Miller of Michigan State University highlighted once again unfriendly pricing dynamics in the dry van truckload sector…… where the long-awaited ’inflection’ is, sorry to update, nowhere in sight. After almost 40 months of pain for road freight transportation in the US, where excess capacity remains an issue despite multiple regional bankruptcies and thousands of jobs lost, questions still abound about the speed at which the next up-cycle will materialise.
As DSV leads, enter a sea-air pure-play 'Restructured Kuehne'

1 week ago | theloadstar.com | Alessandro Pasetti

Kuhene + Nagel (K+N) is asymmetrically shareholder-friendly, as you probably know. That stems from a shareholding structure where Klaus-Michael Kuehne holds the majority of the once mighty Swiss forwarder that he has led for so many year. It’s fine. Or is it? With a stock performance trailing that of its closest rival DSV (with its 1-year +45%) by about… well, it’s a lot… 72 percentage points (K+N: -26.5%*) in the past 12 months – is there any way to look at this value-destructive story ...
Where does a 'new global trade order' leave Europe's top four?

1 week ago | theloadstar.com | Alessandro Pasetti

Every little helps. Research “The Trump 2.0 trade policies are driving profound shifts in global trade, likely more impactful than those since the ’Tariff Era’ began in 2018,” wrote Societe Generale economists and strategists on 12 June*, examining the implications of a “new global trade order” and trying to identify leaders and laggards across multiple sectors on behalf of investors.
Expeditors in court - not over just yet, going to appeal - The Loadstar

1 week ago | theloadstar.com | Alessandro Pasetti

Not a second wasted!That was quickThe ’Michael Carrabes vs Expeditors’ case goes on. The plaintiff has swiftly objected to the Magistrate Judge Mary Page Kelley’s Report and Recommendation (R&R) concerning his earlier “motion to amend complaint”.
Case against Expeditors dismissed – yet staff 'wrongly targeted' defendant - The Loadstar

2 weeks ago | theloadstar.com | Alessandro Pasetti

Magistrate Judge Mary Page Kelley has laid out why the ’Michael Carrabes vs Expeditors’ case does not deserve a trial, in her view. NowAfter discovery, the plaintiff is still left with the option of legally pursuing Expeditors employees, but any other wrongdoing at corporate level was dismissed.
Unique beast CH Robinson: it's all about 'inputs versus outputs'

2 weeks ago | theloadstar.com | Alessandro Pasetti

A solid 35-minute session with analyst Chris Wetherbee at the 2025 Wells Fargo Industrials & Materials Conference held yesterday in Chicago shed yet more light on how top executives at CH Robinson think about setting the company apart from the rest of the industry, both in truck brokerage and forwarding. For CH Robinson (CHRW), investors, staff and customers, it’s a win-win-win situation, we are reassured. This is quite a long read: enjoy your brandy, relax and read on.