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Alessandro Pasetti's work is primarily focused on the transportation and logistics industry, with a significant emphasis on opinion editorial pieces. Given this focus, he would be most receptive to pitches that offer expert opinions or analysis related to the shipping industry, including major players like Maersk, CMA CGM, DB Schenker, DSV, and OceanX.
As an author of opinion editorials in the transportation and logistics sector, Alessandro may welcome contributions from experts who can provide insightful analyses into market trends affecting key companies within this industry. He could also be interested in receiving exclusive insights or insider perspectives that shed light on potential future developments within these organizations.
Pitches should emphasize detailed analysis and demonstrate a deep understanding of the dynamics shaping the shipping industry. It’s important for sources to have credibility when offering their views as Alessandro focuses heavily on commentaries and value-focused insights.
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By: Alessandro Pasetti
Like a rocket, JB Hunt stock (JBHT) has added about 30 bucks to its value per share since Q1 26 numbers were disclosed. Now trading at $256.5, one all-time high after another in the past four weeks – here comes a worthy reminder for the Stupid One (me, indeed*).
In the bull camp, a slew of equity research analysts still show plenty of confidence in the DSV equity story. They have little doubt: in Hedehusene, where DSV has been headquartered for over a decade, top dollar will be made. Just as it happened in the past 10 years, a period of time during which its value has quintupled.
‘ Experts at playing the market ‘, we argued on 13 December 2024 with regard to rampant CH Robinson (CHRW), the largest freight broker in the US.
By: Alessandro Pasetti
A bit of straightforward reporting is mandatory today as the depressing 'stock story' of WiseTech (WTC) is overshadowed by other events in recent days and weeks.
By: Alessandro Pasetti
The first-quarter (Q1 26) results of France's CMA CGM Group, released on Friday 22 May ahead of our bank holiday, were particularly uninspiring with regard to the Ebitda margin tied to its 3PL arm, Ceva Logistics.
One of the top performers in Q1 26, Expeditors’ strength, once again, boiled down to its unique product portfolio mix, where customs house brokerage (CHB) stood out. That powerfully defensive proposition – something DSV is also looking to exploit, scaling “customs AI across every market“, as discussed at its recent Capital Markets Day – carried even greater significance in the first quarter following refunds that had to be processed, new claims ...
If you listened to the calls of all the major actors in transport and logistics (T&L) during the earnings season that has just ended, you’d know that the Middle East crisis barely affected their financial performances during the first quarter (Q1 26). Booking platform Freightos (CRGO) is different. Mixed For one thing, it processed 425,000 transactions in Q1 26, and that implied a growth rate of only “15% year over year, but below ...
By: Alessandro Pasetti
Ever since the early days of the DSV-Schenker integration a year ago, several Premium sources have shared insight about how the newly combined entity would try to manage its client book.
By: Alessandro Pasetti
… ex-Bolloreans leaving Ceva is still the predominant narrative in forwarding – most preferably for them to join MSC's forwarding arm Clasquin, which was taken over in 2024.
Highlighted here, 'more growth, more debt, more losses' was the narrative at Denmark's Scan Global only a year ago.
