thitivong C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) recently received the attention of 12 different analysts, who increased their expectations for the next quarter. CHRW did also deliver better than expected quarterly EPS, which I believe could explain recent increases in the stock price. In my view, with different software used with artificial intelligence technologies to solve…
CHUNYIP WONG/iStock via Getty Images Introduction After discussing Warehouses De Pauw (OTCPK:WDPSF) here on Seeking Alpha, I wanted to have a closer look at other European REITs that are flying under the radar. Montea Comm. VA (OTCPK:MONSF) also is a Belgian REIT focusing on warehouse and logistics properties, which are predominantly located in Belgium and…
Greystone Logistics, Inc. (OTCQB:GLGI) Q3 2024 Earnings Conference Call April 17, 2024 2:00 PM ET Company Participants Brendan Hopkins – IRWarren Kruger – CEOBrice Dille – Interim CFO Conference Call Participants Anthony Perala – Punch & AssociatesRobert Littlehill – JPMorgan Operator Good day everyone, and welcome to today’s Greystone Logistics’ Q3 Results. At this time…
1001slide Note: I previously covered Pangaea Logistics Solutions (NASDAQ:PANL). In my previous take on PANL, I pointed out the company’s strengths: its ice-class fleet and port operations and its healthy financials. In today’s article, I discuss the last earnings report and valuation. Shipping investing is tough. Volatility is not optional but guaranteed. The last PANL…
Prapat Aowsakorn/iStock via Getty Images Introduction WDP (OTCPK:WDPSF), formerly known as Warehouses De Pauw, is a Belgian REIT focusing on the development and leasing of logistical real estate assets. The REIT has always traded at a premium valuation and despite seeing the entire REIT sector being under pressure, WDP’s share price is still holding up…
Kajdi Szabolcs/E+ via Getty Images We believe SEGRO Plc (OTCPK:SEGXF) deserves more attention than it is getting from investors. This company is in several ways the British version of Prologis (PLD), a very well managed industrial and logistics REIT with strong competitive advantages. Similar to Prologis, it has significant embedded growth that should propel earnings…
shaunl Summary Following my coverage on GXO Logistics (NYSE:GXO), for which I recommended a buy rating as I expected solid FY23 performance, which coupled with an attractive valuation makes it a buy, this post is to give an update on my thesis. I continue to give a buy recommendation for GXO because the underlying business…
Radiant Logistics, Inc. (NYSE:RLGT) Q2 2024 Earnings Conference Call February 8, 2024 4:30 PM ET Company Participants Bohn Crain – Founder, Chairman & Chief Executive Officer Todd Macomber – Senior Vice President & Chief Financial Officer Conference Call Participants Jason Seidl – TD Cowen Mark Argento – Lake Street Capital Kevin Gainey – Thompson Davis…
Greystone Logistics, Inc. (OTCQB:GLGI) Q2 2024 Earnings Conference Call January 17, 2023 2:00 PM ET Company Participants Brendan Hopkins – Investor Relations Warren Kruger – Chief Executive Officer Curtis Crosier – Chief Financial Officer Conference Call Participants Anthony Perala – Punch & Associates Operator Hello everyone and welcome to the Q2 Results Call. At this…
Shaiith/iStock via Getty Images Introduction Pangaea Logistics (NASDAQ:PANL) is a curious shipping company. It has 26 vessels, 12 of which are ice class, and operates primarily on voyage charters and contracts of affreightment (COA). On top of that, the company owns stevedoring services in a few locations in North America and Greenland. PANL has a…
Now that we have seen how instant settlement can affect the construction industry let’s see the next industry that can have a huge impact – logistics. To begin, let’s examine the logistics industry through the lens of an online order example. What unfolds when we select a product on a website that requires delivery to…
DigiClicks Red Flag Delek Logistics Partners, LP (NYSE:DKL) appears, at first blush, to be an attractive investment opportunity. The U.S. oil and gas energy industry is flourishing. Concomitantly, the Delek share price is down YTD and over the last 12 months. In our opinion, management is not reinvesting enough money in expansion for growth; they…
Pgiam/iStock via Getty Images Investment briefing If the last 2.5 years taught us anything economically it is that resilient supply chains are no longer a ‘given’. Large sigma macroeconomic events across 2020–’21 showed they can jolt supply chain economics rapidly unless something changed across the board. Thankfully, companies are taking notice. A recent S&P Global…
Covenant Logistics Group, Inc. (NASDAQ:CVLG) Q3 2023 Earnings Conference Call October 26, 2023 10:00 AM ET Company Participants Tripp Grant – EVP and CFO Paul Bunn – President and COO David Parker – Founder and CEO Conference Call Participants Jason Seidl – TD Cowen Jack Atkins – Stephens Michael Vermut – Newland Capital Scott Group…
Mapletree Logistics Trust (OTCPK:MAPGF) Q2 2024 Earnings Conference Call October 24, 2023 10:00 PM ET Company Participants Sharifah Aljunied – Investor Relations Manager Charmaine Lum – Chief Financial Officer Kiat Ng – Executive Director and Chief Executive Officer James Sung – Head, Asset Management & Marketing Conference Call Participants Brandon Lee – Citigroup Mervin Song…
champpixs Delek Logistics Partners, LP (NYSE:DKL) is in a period of transformation that includes recent integration of a large acquisition and a change in the business segments. The company also continues to report beneficial quarterly reports, including stable distributable FCFs and investments in third party opportunities. I do see risks from the total amount of…
1933bkk Universal Logistics Holdings (NASDAQ:ULH) has recently experienced a pullback in share price due to weak earnings. Even with poor earnings, I believe that Universal Logistics is currently a buy because the firm holds a fair balance sheet with room to leverage, has integrated technology into its operations to improve margins, and is undervalued assuming…
Meanwhile, Alibaba has put a hold on Hong Kong IPO plans for its grocery chain Freshippo. The Alibaba Group’s logistical arm Cainiao Network Technology is set to reportedly file for its Hong Kong Initial Public Offering (IPO) by next week, making it one of Alibaba’s first units to go public. According to sources familiar with…
thitivong Original Post By Stuart Burns Buyers who depend on imports for semi-finished materials or finished components will undoubtedly cheer the recent fall in freight rates. Indeed, global logistics costs peaked in late 2022. Now, buyers will soon see relief from the historic highs of the COVID-induced ocean freight-feeding frenzy. Indeed, few will shed a…