UPS materially boosted its total dividend payment by almost 50% in 2022 (to more than $5 billion annually). While we think the increase was somewhat ambitious, outside of major economic disruption, ...

DHL Global Forwarding, the ocean and air freight division of DHL Group, has published a white paper on the topic “China Plus X: The New Global Supply Chain”. The document highlights the growing ...

In the two days since President Trump enacted new tariffs on goods from China, none of the major US shipping companies and ...

This wide-moat stock sank after reporting earnings and now looks 17% undervalued.