我們對造成的不便感到非常抱歉并且會盡快更新我們的記錄。','companies_actions_select_tag': '選擇','companies_actions_unselect_tag': '取消選擇','companies_list_create_new_list': '創建一個新的列表','companies_list_legend_postfix': '名用戶','companies_list_legend_prefix': '代表保存的公司列表信息只共享給','current_translation_language': 'EN' })[identifier] || identifier; } //]]>
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Research on Logistics

Whatever your do, you rely on logistics. Access analysis of the competitive dynamics and corporate finances of the shipping companies, as well as the impact of port activity and shipping rates on your business.

20210211-kerry-corp

Kerry-SF Holding deal provides challenge to Amazon, DSV

SF Holding will purchase a 51.5% stake in Kerry Logistics in a deal designed to allow the China-focused package firm to gain an international footprint. The deal may spark a new round of M&A in the airfreight and logistics sector after dealmaking in 2020 fell to 178 transactions from 222 deals in 2019. Indeed, DSV Panalpina’s CEO, Jens Bj?rn Andersen has stated that within one to two years “I’ll be extremely disappointed if we were not able to do at least 1 decent-sized acquisition before that period of time and maybe more than that.” U.S. seaborne imports handled by Kerry Logistics climbed 56.3% higher year over year in Q4’20 and rose a further 64.1% higher in January with 60.5% of shipments originating in China. The combined firm will be better placed to fend off competition from Amazon which offers dedicated freight services to its Chinese customers and which reached 21,270 TEUs in Q4’20 after growth of 67.9% year over year. That’s well behind Kerry’s 87,054 TEUs but is catching DSV’s 31,191 TEUs after growth of 31.6%.

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Research on Manufacturing Industries

Learn what trade data can tell you about industries from commodities and food to electronics and autos with concise, regular updates.

20210211-toys-comps

Hasbro, Mattel expand as logistics cost inflation spoils playtime

Toymakers Hasbro and Mattel both delivered revenue growth above analysts’ expectations in Q$4’20, though that has come at a price. Hasbro delivered growth of 3.6% year over year – 2.1 percentage points above analysts’ expectations – on strong board game sales while Mattel’s expanded by 10.3%, beating forecasts by 2.6 percentage points. Both experienced faster growth in North America than the rest of the world. U.S. seaborne imports of toys linked to Hasbro rose by 11.7% year over year in Q4’20 while Mattel’s climbed 23.4% higher. Both have continued to expand in the new year, with imports rising by 31.7% in Hasbro’s case and by 15.2% in Mattel’s. Deliveries in January may include delayed shipments due to port congestion. Both firms faced a drag from higher logistics costs, with Mattel’s CFO, Anthony DiSilvestro noting there was inflation “in both materials driven by resin and in logistics driven by ocean freight, and it came on pretty quickly” with product cost inflation cutting 40 basis points from profit margins. For Hasbro there were “higher costs, in part resulting from the pandemic, namely in freight and bad debt” according to CFO Deborah Thomas. Hasbro’s CEO, Brian Goldner, noted the firm’s “evolving geographic manufacturing supplier base was essential to meeting demand”. Over the longer term though the proportion of U.S. seaborne imports linked to Hasbro that came from mainland China rose to 80.3% in H2’20 from 73.6% in H2’16.

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Research on Economics

Get the story behind the story with in-depth analysis of what is driving trade in the world’s largest economies.

20210211-autos-inventories

Four automotive supply chain options for dealing with chip challenges

Automotive manufacturing in the U.S. is facing a variety of challenges in the near-term that will require long-term strategies to fix. A shortage of semiconductors has led: General Motors to close four plants through mid-March; Ford to warn 10% to 20% of output could be lost in Q1’20; Nissan to cut its output target for fiscal 2021 by 3.6% and; Honda to reduce its production targets by 2.2% for the current fiscal year. It will take some time to recover with Nissan’s COO, Ashwani Gupta, stating “we do believe that in May or June we should be out of this crisis”. Toyota’s CFO, Kenta Kon, meanwhile is less concerned stating “we do not see any decrease in our production volume” by using high frequency communications with suppliers to reduce the risk of supply chain interuptions. Aside from increased supply chain visibility, another solution could be to increase inventories in the future, with Daimler’s Chairman, Ola K?llenius, stating “it makes sense in the future to go into more levels of safety stock”. Toyota and General Motors have been cutting back their inventories recently by the equivalent of 1 day and 11 days of sales respectively in Q4’20 versus Q4’19. Ford by contrast increased inventories by 11 days of sales. Reshoring to mitigate delivery risk is a third option. The impact of USMCA on reshoring is mixed given the application of new rules of origin have been deferred. Government support may be forthcoming with the Biden administration set to include the issue in a forthcoming “comprehensive review of supply chains for critical goods”. In the short-term, long-haul supplies of parts are expanding with U.S. seaborne imports of automotive components up by 14.2% year over year in Q4’20 followed by a 10.3% rise in January. The expansion at a time of halted production runs the risk of excessive inventories emerging. Shipments linked to General Motors climbed 29.6% while Ford’s surged 63.2% higher in January. Supplier diversification also remains vital, particularly in the rapidly expanding electric vehicle space. A U.S. ITC ruling against SK Innovation regarding lithium-ion battery intellectual property held by LG Chem presents longer term sourcing challenges for Ford and Volkswagen. U.S. seaborne imports linked to SK Innovation surged 562% higher year over year in Q4’20 while those linked to LG Chem increased by 274% and total U.S. lithium-ion battery imports rose 70.7% higher.

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Research on Politics

Shifting policies, regulations and trade deals move the goal posts - get the data and facts behind the hype.

20210211-renewables-macro

Inverter supply chains join tariffs in casting cloud over Biden’s renewables ambitions

The Biden administration’s target to cut U.S. power generation GHG emissions by 50% in 2035 depends on a rapid build out of solar power generation. Yet, there are a mixture of short-term challenges facing the sector. Section 201 “safeguarding” import duties were increased on Feb. 7 as a result of a Trump administration ruling made in 2020. President Biden will need to decide whether to retain or reject the tariffs. U.S. imports of solar panels reached $8.21 billion in 2020 versus $8.30 billion in 2016, though there was an 18.3% year over year slide in imports in Q4’20. There’s also challenges facing the supply chain with inverter supplier Enphase Energy stating it “experienced constraints in the global semiconductor supply chain”. Enphase has also incurred higher freight costs, echoing challenges seen in other manufacturing sectors. U.S. seaborne imports linked to Enphase nonetheless jumped 490% higher year over year in Q4’20 before rising 900% higher in January. Total U.S. seaborne imports of electrical converters rose 18.5% higher in Q4’20 and by 20.2% in January. Among the solar specialists, imports linked to SolarEdge have soared while SMA Solar expanded by just 10.0% in Q4’20 and were unchanged in January.

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