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NYK – the argument now is over what a normal year looks like

NYK has raised its dividend to ¥330 a share on a year swollen by the closure of the Strait of Hormuz and strong container rates, but its own guidance has second-half profit falling by more than 40%. Morgan Stanley values the company on a normal year worth less than half of this one and sees a risk the dividend is cut …

The Loadstar Санкции и риски
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‘Carrier selection matters’ when it comes to getting your goods on time

The Asia-North America tradelane is facing the highest ocean freight disruption risk over the coming weeks. Reduced carrier capacity and growing difficulty securing bookings threaten shipment reliability, according to WiseTech Global. The company’s November Ocean Freight Risk Outlook, released today covering weeks 45-…

The Loadstar Санкции и риски
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Cargo crime in North America down in Q3, but losses are mounting

Organised criminal networks are increasingly exploiting identity fraud, carrier impersonation and weaknesses in freight verification, driving cargo theft losses across Canada and the US up 39% year on year, despite a sharp decline in reported incidents Verisk CargoNet recorded 2,072 of reported supply chain crime inci…

The Loadstar Санкции и риски
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Higher shipment weights help ArcBest beat Q3 expectations

Heavier shipments are driving higher tonnage and revenue per bill at ArcBest’s less-than-truckload unit. Freight lost to a once-depressed truckload market is returning alongside an improved manufacturing complex. The changing freight mix helped the company beat third-quarter expectations on Wednesday. The Institute fo…

FreightWaves Санкции и риски
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Diesel Prices Collapse, Then Rebound: What’s Driving Volatility?

#fwtv_iR1nkzVKbnA .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_iR1nkzVKbnA .fwtv-panel p{margin:0 0 12px}#fwtv_iR1nkzVKbnA .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} The diesel market is experiencing extreme volati…

FreightWaves Санкции и риски
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Why Your Trucking Insurance Costs Are Rising & How to Fight Back

#fwtv_wGWPcpLPMHY .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_wGWPcpLPMHY .fwtv-panel p{margin:0 0 12px}#fwtv_wGWPcpLPMHY .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} Control your trucking insurance costs by focusin…

FreightWaves Санкции и риски
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$128bn tariff refunds – the money has moved, yet not everyone has been paid

Customs says it has certified $127.7 billion in unlawful emergency-duty refunds. Court records reveal an impressive processing system, a nearly $1 billion banking-information bottleneck and a legal divide that still leaves some importers waiting. The United States has built a remarkably efficient machine for returning…

The Loadstar Санкции и риски
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LTL vs. Truckload: Who emerged stronger from Q3 earnings reports?

#fwtv_2pLMzTsETo .fwtv-panel{border:1px solid #d0d0d0;padding:18px;border-radius:6px;line-height:1.6}#fwtv_2pLMzTsETo .fwtv-panel p{margin:0 0 12px}#fwtv_2pLMzTsETo .fwtv-note{font-style:italic;color:#666;margin-top:16px;padding-top:12px;border-top:1px solid #e0e0e0} FreightWaves Finance Editor Todd Maiden breaks down…

FreightWaves Санкции и риски
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Grow Your Brokerage. Keep Profitability in Focus.

More customers. More loads. More decisions that affect your bottom line. As your brokerage grows, it becomes harder to know whether the additional volume is delivering the profit you expect. The New Rules of Freight Brokerage explores why margin discipline is becoming a competitive advantage, and five practical rules …

FreightWaves Санкции и риски
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First look: Covenant Logistics’ Q3 freight revenue surges 68%

Covenant Logistics Group reported a 19.2% year-over-year increase in third-quarter revenue Thursday, driven by strong growth in its managed freight segment . The Chattanooga, Tennessee-based carrier (NYSE: CVLG ) generated $353.9 million in total revenue for the quarter ended Sept. 30, compared with $296.9 million a y…

FreightWaves Санкции и риски
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Драка в парламенте Армении закончилась вызовом скорой помощи

В Национальном собрании Армении 29 октября произошла массовая потасовка между депутатами правящей партии «Гражданский договор» и оппозиционного блока «Сильная Армения». После драки к зданию парламента прибыла машина скорой помощи, передает inbusiness.kz со ссылкой на NEWS.am. У депутата от «Сильной Армении» Андраника …

Inbusiness.kz Санкции и риски
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Все взгляды прикованы к Алешкам: что происходит в блокадном городе сейчас

В оккупированных Олешках Херсонской области продолжается подготовка гуманитарной операции, которая должна обеспечить доставку помощи, а также массовую, добровольную эвакуацию гражданских. Локальный режим прекращения огня начал действовать 27 октября в 03:00 по киевскому времени и, согласно достигнутым договоренностям,…

Inbusiness.kz Санкции и риски