|
|
|
|
|
06.05.26 - 17:45
|
UBS Says Transport Stock Rout Is "Overdone" After Amazon News (ZeroHedge)
|
|
|
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...
|
|
|
|
|
|
|
|
|
06.05.26 - 14:54
|
Airlines among companies using fuel surcharges to cover surge in costs, UK survey shows (The Guardian)
|
|
|
Firms raising prices at fastest rate in three years, driven by soaring energy and wage bills but also extra materials costsBusiness live – latest updatesOil prices fall as Trump hails 'progress' on Iran dealAirlines and other companies are increasingly using fuel surcharges to cover soaring costs, a survey has found, in a further sign of Iran war-linked inflation hitting the economy.A poll of companies in the services sector, which includes airlines, found rising fuel prices had contributed to businesses raising prices at the fastest pace in more than three years in April. Continue reading......
|
|
|
|
|
|
|
06.05.26 - 05:36
|
Meteorologists Sound Alarm Over El Nino Plume Racing Across Pacific Like "Freight Train" (ZeroHedge)
|
|
|
Meteorologists Sound Alarm Over El Nino Plume Racing Across Pacific Like "Freight Train"
Meteorologists on X are once again warning about a powerful El Niño, pointing to a new plume of warm subsurface water moving across the Pacific "like a freight train." The latest water temperature data suggest that El Niño later this year could rank among the strongest on record, with potentially significant implications for the Lower 48.
"Updated El Niño forecast for this summer/autumn is 'off the charts' EXTREME with 'boiling red' map colors along Equatorial central and eastern Pacific Ocean," meteorologist Ryan Maue wrote on X. He said this is "code red the Earth's climate system going into Summer 2026," which only means "suppressed Atlantic hurricane activity."
Updated El Niño forecast for this summer/autumn is "off the charts" EXTREME with "boiling red ?" map colors along Equatorial central and eastern Pacific Ocean.
...
|
|
|
06.05.26 - 05:33
|
Weiterer Castor-Transport in Ahaus angekommen (DPA-AFX)
|
|
|
JÜLICH/AHAUS (dpa-AFX) - Ein weiterer Atommüll-Transport hat nach einer Fahrt quer durch Nordrhein-Westfalen am frühen Mittwochmorgen das Zwischenlager in Ahaus erreicht. Der mittlerweile dritte Castortransport sei störungsfrei verlaufen, teilte die Polizei ......
|
|
|
|
|
|
|
|
|
|
|
|
|
05.05.26 - 20:30
|
Two million airline seats cut amid soaring jet fuel prices (The Guardian)
|
|
|
May rescheduling could be followed by summer cancellations as Middle East war continues to disrupt suppliesTwo million airline seats have been cut from this month's schedules as airlines redraw their operations because of soaring jet fuel prices amid the Middle East conflict.About 13,000 fewer flights will operate in May around the world after cancellations in recent weeks, according to data from the aviation analytics company Cirium. Continue reading......
|
|
|
|
|
|
|
|
|
05.05.26 - 19:09
|
Polizei startet Großeinsatz für Castor-Transport (DPA-AFX)
|
|
|
JÜLICH/AHAUS (dpa-AFX) - Die Polizei hat einen Großeinsatz zum Schutz des dritten Castor-Transports aus dem Forschungszentrum Jülich ins Zwischenlager Ahaus gestartet. Wann genau der Transport von hochradioaktivem Atommüll stattfinden soll, sagen die ......
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
