Goldman Sachs
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Business
Goldman Sachs initiates coverage of six transports
Jordan Alliger rated UPS, FedEx, and J.B. Hunt 'Buy'; XPO and C.H. Robinson 'Neutral'; and Expeditors 'Sell.'
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Business
Will Omnitracs be the next big private equity deal?
We've heard reports that Vista is having trouble getting buyers at its $2 billion price tag for Omnitracs.
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Maritime
EU pushes for IMO 2020 implementation consistency
The European Union has submitted a proposal for consideration at next month’s Marine Environment Protection Committee meeting at the IMO…
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News
Digital freight brokerage growth to accelerate sharply over next five years
Trucking-as-a-service is poised to break out into 5x growth over the next five years, says Frost & Sullivan.
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Driver issues
FreightTech 25: The 360 app takes old-line J.B. Hunt toward the top of the disruptors list
A Goldman Sachs report several months ago laid out the strengths of the app that matches loads, but does a…
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News
McKinsey: how analytics drives sales growth in transport & logistics
McKinsey, Goldman Sachs, Stifel Nicolaus, and Susquehanna are all in agreement that technology and data are critical for driving productivity…
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News
XPO shares back off amid softer results, M&A impatience
XPO stock dragged down by soft Q3 results, M&A impatience.
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Economics
Despite transport selloff, Stifel reiterates ‘buy’ on CHRW
Massive scale, cyclical and structural advantages, and best-in-class technology make C.H. Robinson a ‘buy’ despite a transports selloff, say analysts…
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Economics
Goldman Sachs: trucking rates to peak in Q4, gradually decline in 2019
The investment bank issued a report this morning calling for one more spot rate peak in the fourth quarter, followed…
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Economics
Dow Transports outperform S&P 500, reach new intraday high
A tanker barge operator, a Jones Act steamship line, and North America’s largest 3PL all posted big gains on the…
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