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06.05.26 - 17:45
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UBS Says Transport Stock Rout Is "Overdone" After Amazon News (ZeroHedge)
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UBS Says Transport Stock Rout Is "Overdone" After Amazon News
UBS senior analyst Tom Wadewitz, who covers freight transportation, told clients that Amazon's latest push to open its supply chain network to businesses beyond its own marketplace triggered an "overdone" sell-off in transport names, including UPS, FedEx, and C.H. Robinson.
Wadewitz said the risk is not new, noting that Amazon's supply chain service has been around since 2023. He said the pullback has created attractive entry points in select transport stocks, particularly UPS, FedEx, and C.H. Robinson.
"While we view AMZN's strategy of selling transportation services as a negative for transports generally, it is not a new risk and the supply chain service is also not new. We believe the significant sell-off in transport names was overdone," Wadewitz said.
The main risk is in B2B parcel, Wadewitz said, adding that Amazon's growing third-party shipping ambitions could pressure UPS and FedEx over the medium term.
However, he said...
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05.05.26 - 14:24
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DocMorris Buy (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Das Analysehaus Jefferies hat die Einstufung für DocMorris auf "Buy" mit einem Kursziel von 9,50 Franken belassen. Anders als beim Konkurrenten Redcare habe sich die Zahl aktiver Kunden im April bei den Schweizern auf einem ......
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29.04.26 - 11:12
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Walmart setzt auf Schnelllader von ABB (Electrive)
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Die US-Handelskette Walmart und ABB E-mobility haben erste Schnelllade-Standorte an sieben Walmart-Filialen im Großraum Phoenix in Betrieb genommen. Diese Standorte mit den A400-Ladesäulen von ABB gehören zu den ersten einer geplanten US-weiten Einführung....
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