All GLG News Analyses Filed Under: Transportation

Tradewinds reported that the list of suitors for the 50.4% stake being offered in Daewoo Shipbuilding & Marine Engineering (DSME) includes Hyundai Heavy Industry, Posco, the GS Group, and Hanwha Group.  Analysts expect a bidding war to result.  While a great time for sellers to unlock...

Jinhui Shipping & Transportation (Oslo:JIN.OL) reported record profits and simultaneously warned of weaker medium term prospects.  The company rightly cited macroeconomic concerns on the demand side, but is overly optimistic related to the supply side.

Despite the 4b Euro "minimum" price that TUI is placing on Hapag, opposition from Hamburg, and a very conservative acquisition history, NOL is very likely to be the successful bidder.

What we are seeing in the hypothesis stated is the results of rising energy costs.  This is important because it may herald the start of some very fundamental changes across the entire airline industry and beyond. I am more concerned about understanding the dynamics of the rising energy costs;...

Today all interested parties must submit their expressions of interest to acquire the Austrian Government's 43% shares in the former national carrier Austrian Airlines. Any party can express interest but it has been made clear that Lufthansa is the preferred family member to win. There is a small chance...

The high cost of fuel has significantly changed the basic assumptions on which global supply chain practices were built and current global transport costs are making it imperative that we rebalance the global logistic equation.

The Class I railroads have boosted their earnings and share prices in recent years by increasing their freight rates much faster than their costs have risen, both fuel and labor. The high price/earnings multiples of their common shares (ranging between 17 and 21) attest to many investors’ belief that...

The Key Implications: Capacity is being reduced. Prices will firm up and increases are available. When demand increases, capacity & price will be at a premium

The story speaks of a few planes at O'Hare, but its worse than that. This was not an isolated event.

The fact that the total market share of the top 10 logistics providers in China is only 13 percent certainly spells “opportunity”, but do not think that it will happen over night.