FulfillYN’s Post

Zinka Logistics IPO Date According to the offer document filed by the company with SEBI, the Zinka Logistics Solutions IPO’s opening date – in other words, the Zinka Logistics Solutions IPO launch date – will be 13th November 2024. The Zinka Logistics Solutions IPO closing date is 18th November 2024. After this, investors will be updated about the allotment status on 19th November 2024. Investors who have been allotted shares can expect them to be credited to their demat account on 20th November 2024. The Zinka Logistics Solutions IPO listing date is 21st November 2024. The listing date is the date on which a company's shares are listed on the bourses—NSE and BSE. Zinka Logistics IPO Price Band The IPO is a fresh issue as well as an offer for sale. The Zinka Logistics Solutions IPO price band has been set between ₹259 and ₹273 per share. Interested investors can choose a price within this band to apply for the IPO. The Zinka Logistics Solutions IPO listing price will be determined on 21st November 2024. The listing price is the price at which a company’s shares debut on the stock exchanges. Zinka Logistics IPO Lot Size The Zinka Logistics Solutions IPO details have been declared. The Zinka Logistics Solutions IPO lot size is set at 54 shares, and an investor can apply for a minimum of 1 lot. Meanwhile, the Zinka Logistics Solutions IPO issue size is approx ₹1114.72 crore. Zinka Logistics IPO Objective Zinka Logistics Solutions intends to utilise its net proceeds to fund sales and marketing costs, invest in its NBFC subsidiary, fund product development expenditure, and for general corporate purposes. . Check the Issue size and Price range and Apply: https://lnkd.in/g3HupQzv Disclaimer: https://lnkd.in/dzm9348E. . . #profitmart #ipoalert #zinkalogistics #investing #trade #invest #buystocks #trading #investment #indiatrade

Temperature-controlled storage and logistics giant Lineage Inc. shares climbed as much as 5.4% in its debut as a public company after raising about $4.4 billion in the year’s largest initial public offering. Shares of Novi, Mich.-based Lineage, which ranks No. 15 on the Transport Topics Top 100 list of the largest logistics companies in North America, rose to $80.70 each as of 1:56 p.m. on July 25 in New York, 3.5% above the IPO price of $78 apiece. The trading gives the firm, founded by a pair of former Morgan Stanley investment bankers, a market value of nearly $20 billion, based on the outstanding shares listed in its filings with the U.S. Securities and Exchange Commission. Blog – Stock Market – Canada and United States – July 26 2024 - https://lnkd.in/g3vwXafR Morgan Stanley Lineage

XPO’s spinoff, GXO Logistics, is reportedly facing acquisition interest from private equity firms, signaling the growing importance of logistics in today’s market. As a major player in supply chain management, GXO’s potential sale could reshape the industry by altering competitive dynamics and sparking new growth opportunities. Interesting points: • Acquisition Interest: Private equity firms are eyeing GXO, showing confidence in the logistics sector’s growth potential. • Industry Impact: A potential sale could reshape the landscape of supply chain management. • Focus on Innovation: Emphasizes the industry’s shift toward efficiency and cutting-edge solutions. • Global Supply Chain Dynamics: Reflects the crucial role logistics companies play in maintaining global trade and supply chain stability. • Potential Valuation Surge: Acquisition talks could drive up GXO’s valuation, reflecting market optimism. #Logistics #SupplyChain #MergersAndAcquisitions #IndustryNews

REPORT The shifting sands of M&A in transportation and logistics After several tumultuous years for M&A, powerful forces are transforming the industry and shaping five new investment priorities for 2024 and beyond. Capitalizing on those priorities requires action, now. After frenetic activity during the pandemic and a decline postpandemic, M&A in transportation and logistics enters a new world in 2024. But major forces are transforming the industry and creating five priorities for M&A investment. The pandemic highlighted the strategic importance of supply chain execution. Many transportation and logistics players looked to M&A to keep things moving and profited handsomely. In 2023, deal activity slowed to a crawl, but 2024 promises new opportunities, as leading investors have amassed funds that they are ready to spend. But the M&A environment is changing, as financial, market, and technology forces are transforming the industry. Would-be dealmakers should prepare for this new world now. COVID accelerated supply-chain-focused deal activity During the pandemic, when supply chain execution emerged as a critical strategic capability, the transportation and logistics industry experienced unprecedented M&A activity. Many logistics players and financial investors did deals to expand capabilities and acquire high-performing assets. Deal value soared from $51 billion in 2020 to more than $150 billion in 2021 before dipping to $95 billion in 2022. Logistics players saw unprecedented profitability. Shipping rates reached record levels across all modes of transportation—sometimes more than ten times pre-COVID levels. The rising bottom line encouraged both strategic investors (flush with cash generated by high demand and high rates) and financial investors (enjoying easy access to capital) to pursue their acquisition ambitions. For many logistics providers, these ambitions included expanding their value propositions to serve the supply chain end to end or their geographic coverage, such as CMA CGM acquisitions in freight forwarding and Maersk acquisitions in the North America domestic market. If you would Iike the full Report, please get in contact with us. https://lnkd.in/gTbdWMtv #global #logistics #markets

Lineage’s Journey Towards Profitability Lineage (NASDAQ: LINE) stands as the largest cold chain logistics REIT globally, setting the standard for all logistics service providers that have invested in this sector over the years. Since its IPO three months ago—the largest IPO in 2024 —Lineage has captured significant investor interest, including my own. The $4,44 billion equity infusion from the IPO has strengthened Lineage's financial position, enabling debt reduction and replenishing its capital for future acquisitions. On November 6th, Lineage released its Q3 financial results, marking only the second time in its history that it has shared such data. Whilst Lineage’s EPS of -$2.44 missed expectations by $0.77, the total Revenue of $1.34B beat expectations by $9.91M. Currently priced at $67.32, Lineage’s shares have dipped 16.66% from the closing price on the day of the IPO, and the latest Quant rating from Seeking Alpha categorizes it as a “SELL” —not the most reassuring signal for investors fresh from an IPO. However, there is a silver lining. Like many REITs, Lineage stands to gain from the Federal Reserve's potential interest rate cuts, particularly if an additional 25 basis points reduction occurs in December, with more cuts expected in 2025. Moreover, Lineage is a founding member of the -15 Coalition, chaired by Thomas Eskesen which aims to promote environmental sustainability in cold chain logistics, while at the same time reducing costs. At #TPM25, Lineage’s chairman Adam Forste (Co-Founder of Bay Grove Capital, owner of 69.1% of Lineage shares) will take the stage, presenting a vital opportunity to illustrate how strategic acquisitions can also drive superior shareholder value!

Big news for the logistics industry! A ₹300 crore investment in a subsidiary has fueled a 3% stock jump, setting the stage for accelerated growth and expansion. This investment reflects confidence in the sector’s potential and its strategic path forward. Exciting times ahead! #Logistics #Investment #Growth #SupplyChain #BusinessNews #StockMarket #Logiglo #LogisticsGrowth #Finance #MarketTrends #LogisticsIndustry #Future #Innovation

Secure Logistics completed its IPO at price of Rs 12 per share raising Rs 600 million from the public in exchange of 18.27% of its shareholding. Secure Logistics Group, formerly Asia Capital Partners (Pvt) Limited, is a company involved in the logistics industry with a specialisation in long haul transportation. The group is involved in asset tracking,vehicle fleet management, security services and commodity trading business as well. This is the first time a logistics company is being listed in an industry made up of family run and owner owned companies. The purpose of the IPO is to pay back its debt obligation, upgrading of fleet, enhancing human resource capacity, marketing and expanding company’s market outreach. Industry response to the IPO is timid as there is a slowdown in the economy, high energy cost and load axle implementation. Read this week's story by Zain Naeem on the new addition in the stock exchange.

DBSchenker/Maersk Logistics: It’s a nightmare...!? I have not commented on Maersk’s performance and strategy since quite a long time.   But today’s news regarding the decision of Maersk “not to continue the process re the acquisition of DBSchenker” kind of forces me to comment on LinkedIn:   Maersk has spent a fortune on previous acquisitions in Logistics. I am including DSL, Buyer’s Consolidators and DAMCO (these deals are not remembered by many of us). But if you add up the purchase price and look at the return on investment, it’s a disaster.   If you look at the M+A’s in Logistics during the last 3 years, it’s even worse.   Summary: Maersk has tried to become a one stop shopping company in Logistics. But Maersk forgot to ask the customers what they want. On top, the leadership of Maersk mainly consists of liner shipping individuals with “basic or very limited knowledge of how to run Global Logistics”.   We have seen the (bad) financial results of Maersk Logistics and Services. I was excited to learn that Maersk was extremely interested in a takeover of DBSchenker. Why? Because it would have helped to correct a strategic mistake (one stop shipping) and the Maersk Division (Logistics and Services) could have easily been integrated into DBSchenker (so called “reversed integration”).   Maersk (and others) are happy to make money in their liner services, thanks to the Mideast conflict for an unkown period. But what about the future of Logistics?   The Maersk CEO has said that the CMA-CGM/CEVA model seems to work well…   I believe that the Maersk CEO could not convince the Supervisory Board to continue the process to buy DBSchenker. And now he has to deliver financial results in Logistics. When?   I believe it’s fair to say that the future of the Maersk CEO will very much depend on the financial performance of the Logistics Division.   I guess we will know more by Q1 2025…   Good luck Vincent.

📦🚚 Exciting things happening in Logistics M&A! After the pandemic’s freight frenzy cooled off, deal-making is heating up again. The post-pandemic logistics landscape is finally finding its momentum: 📊 Valuations have normalized from pandemic peaks 💼 Logistics’ biggest recent deal: DSV's $12B Schenker acquisition 📈 Deal velocity increasing: 12 $100M+ deals in H1 2024 vs 9 in all of 2023 Why is it exciting? The combination of: • Stabilizing freight demand, creating predictable earnings • Rising strategic buyer interest • Cooling interest rates improving deal economics At Iron Prairie Ventures, we remain bullish on logistics and continue our commitment to our existing and future logistics start-ups in our portfolio. The sector’s fundamentals are strong, and the appetite for innovation has never been greater. Read more about it in this article from @Wall Street Journal 👇 #VentureCapital #LogisticsTech #SupplyChain #IndustrialTech #Innovation #IronPrairieVentures

M&A Outlook for 2024 in Logistics and Transportation TL;DR: The mergers and acquisitions landscape in logistics and transportation took a dip in 2023, but according to a recent McKinsey report, 2024 could see a resurgence. While valuations remain high and the market outlook is still uncertain, strategic investors with ample resources are eyeing opportunities as the market stabilizes. Key insights from the report: 📉 Valuations Adjusting: Company valuations are expected to decline as weak freight markets persist and logistics companies exhaust cash reserves. This environment creates attractive opportunities for buyers. 💰 Substantial Investor Funds: Strategic and financial investors are sitting on significant reserves, poised to invest when valuations align with historical levels, and strategies to create value are clarified. 🌐 Notable Recent Deals: CMA CGM recently closed a €4.85 billion acquisition of Bolloré Logistics, demonstrating that substantial deals are still happening. GXO Logistics’ successful bid for Wincanton also reflects continuing interest in strategic acquisitions. 🚀 2024 Outlook: While 2023 saw M&A activity return to pre-pandemic levels after a surge during COVID-19, the coming year is expected to offer opportunities for strategic players. As logistics providers look to expand their value propositions or geographic coverage, like CMA CGM’s freight forwarding expansions or Maersk’s acquisitions in North America, more deals should be expected. Will 2024 surpass last year’s M&A activity? With cash-rich buyers waiting to invest and strategic ambitions aligned, we’re excited to see what lies ahead!