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Recent Panjiva Research about Nlm Carriers Llc

We’re not there yet – 18 coronavirus lessons from supply chain and financial data

March 16, 2020

This report draws on over 50 Panjiva research reports and a systematic review of trade and financial data to analyze the impact of the SARS-CoV-2 / COVID-19 coronavirus outbreak. We’ve identified 11 broad themes from our reports so far and identified seven interesting performance-pair... Read more →

Hapag-Lloyd sees extended period of coronavirus recovery

March 5, 2020

The CEO of container-line Hapag-Lloyd, Rolf Habben Jansen, has stated with regards to the COVID-19 coronavirus outbreak that it is “difficult to estimate at this time whether that is going to be an impact for one or two quarters of the year or whether it will be something that will ha... Read more →

Panjiva Daily: Who cares most about coronavirus? Chemicals and autos, but not healthcare

March 6, 2020

The chemicals and autos sectors have seen the highest incidence of mentions of coronavirus in their conference calls recently, reflecting both sales and supply chain risks. The healthcare industry has seen fewer, but not everyone is developing a cure. Also: Hapag-Lloyd sees extended period ... Read more →

Panjiva Daily: Stockpiling started in July; Hapag-Lloyd resists the trade war’s pull

August 9, 2019

U.S. seaborne shipment data for July shows that stockpiling ahead of September’s tariffs on Chinese exports may have started. Hapag-Lloyd’s results show it has been resilient against the effects of the U.S.-China trade war so far. Also: we address the questions asked on yesterda... Read more →

Hapag-Lloyd Resists the Trade War’s Pull With Improved Asia ex-China Volumes

August 8, 2019

Container-line Hapag-Lloyd reported a 13.1% year over year improvement in 2Q 2019 revenues. That was driven mostly by better shipping rates – volume growth was just 1.7% – which resulted in an improvement in profitability to 11.0% at the EBITDA line from 7.3% a year earlier. An ... Read more →

Panjiva Daily: Hapag-Lloyd’s new course, Ceva might sever links and retailers’ inventory challenge

November 26, 2018

Hapag-Lloyd’s new strategy has enough cost-cutting to allow it to compete more aggressively. Ceva’s closer integration with CMA-CGM may hurt Maersk and ONCE. Three retailers have had different success with inventory management this peak season.
Also: K+N sees the risk of ... Read more →

Hapag-Lloyd’s Course Has Room for Maneuver, Need for Speed and K+N Deal

November 22, 2018

Hapag-Lloyd’s new five-year strategy focuses on efficiency and service rather than scale. The company is targeting a 12.0% EBITDA margin by 2023 vs. 10.5% in the 12 months to Sept. 30. A cost cutting plan is planned that’s equivalent to 3.2% points, giving the firm a significant buffer to c... Read more →

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Recent Panjiva Research about Nlm Carriers Llc

We’re not there yet – 18 coronavirus lessons from supply chain and financial data

Hapag-Lloyd sees extended period of coronavirus recovery

Panjiva Daily: Who cares most about coronavirus? Chemicals and autos, but not healthcare

Panjiva Daily: Stockpiling started in July; Hapag-Lloyd resists the trade war’s pull

Hapag-Lloyd Resists the Trade War’s Pull With Improved Asia ex-China Volumes

Panjiva Daily: Hapag-Lloyd’s new course, Ceva might sever links and retailers’ inventory challenge

Hapag-Lloyd’s Course Has Room for Maneuver, Need for Speed and K+N Deal

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