Supply chain radar: ‘Distraught?’ Exposure in the dog days of summer

Supply chain radar: ‘Distraught?’ Exposure in the dog days of summer


VIX

Barring the really weird action of New Zealand’s Mainfreight stock last Friday, briefly down ~ 10% at one point the day after its full annuals were published…

… and a breakout moment that for Australia’s WiseTech has turned sour after a solid rally since mid-March…

…. Hapag-Lloyd’s rollercoaster remains unbeatable out of all those happy supply chain players on our radar.

Sigh

When, changing hands just below €70, I wondered if its stock was only halfway through its epic plunge earlier this month, the slide was …

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