FedEx’s ( FDX ) revenue should continue to benefit from strong growth in higher-value B2B customers. In recent years, the company has shifted its sales mix toward B2B customers, and in the last quarter, almost halfI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to ...

Core Insights - FedEx's revenue is expected to benefit from strong growth in higher-value B2B customers, with a significant shift in sales mix towards B2B in recent years [1] Group 1: Company Performance - In the last quarter, nearly half of FedEx's revenue came from B2B customers, indicating a successful transition in its sales strategy [1]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investments, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

SHENZHEN, China, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Jayud Global Logistics Limited (NASDAQ: JYD) ("Jayud" or the "Company"), a leading end-to-end supply chain solution provider based in Shenzhen, specializing in cross-border logistics, today announced the successful launch and rapid adoption of its newest warehousing operations in Rialto, California—one of North America’s most dynamic inland distribution hubs. Jayud's main location at 1545 W Casmalia Street, Rialto, CA 92377, is centrally located within Sout ...

The magic of compounding can turn steady annual returns of 10% or less into life-changing wealth over the long term.Investors who are looking for a highly diversified exchange-traded fund (ETF) in 2026 might want to consider the Vanguard Total Stock Market ETF (VTI +0.75%). It tracks the performance of the CRSP U.S. Total Market Index, which invests in all 3,498 companies listed on American stock exchanges, so it's basically an entire portfolio all on its own. That means it offers exposure to powerhouse art ...

Core Viewpoint - Ryder System, Inc. is positioned as a strong player in the logistics and transportation sector, with promising growth potential and solid financial health, making it an attractive investment opportunity [1][3][4]. Performance Summary - Ryder has experienced a modest gain of 0.35% over the past 30 days, but a slight decline of 1.88% in the last 10 days may present a buying opportunity for investors [2][6]. Growth Potential - The company has a projected stock price increase of 20.60%, indicating significant room for growth and appealing to growth-focused investors [3][6]. Financial Health - Ryder's Piotroski Score of 8 reflects strong financial health, suggesting good performance in profitability, leverage, liquidity, and operating efficiency, which supports its growth prospects [4][6]. Analyst Insights - Analysts have set a target price of $226.67 for Ryder, indicating a significant upside from current levels and reflecting confidence in the company's future performance [5].

Group 1: Market Performance - The Dow Jones Transportation Average has risen as much as 1.7% to 17,836.01 points, setting a record and surpassing its previous closing high from November 2024 [1] - The rebound in transportation stocks follows a long slump caused by global trade turmoil and tariffs that affected demand for goods shipments [2][5] - The US economy showed unexpected growth in Q3 2025, contributing to the positive performance of transportation stocks [3] Group 2: Sector Rotation and Economic Outlook - There has been a rotation from fully valued technology stocks to overlooked sectors like transportation, driven by an optimistic growth outlook for consumer demand in 2026 [3] - Analysts expect increased global oil supply from renewed Venezuelan production, which could lead to lower jet fuel costs and improved earnings for airlines [4] Group 3: Company-Specific Developments - CH Robinson Worldwide Inc. was a standout performer, surging 56% due to its use of artificial intelligence to reduce costs [4] - Norfolk Southern Corp. benefited from its planned tie-up with Union Pacific Corp., contributing to its positive performance [4] - Despite overall gains, United Parcel Service Inc. shares fell 21% last year due to tariffs and reduced business with Amazon.com Inc. [5]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Singapore’s REIT sector heads into January 2026 with investors seeking clarity on their future. In particular, there are three Straits Times Index (SGX: ^STI) REITs that are set to release earnings updates that could signal turning points in their respective growth trajectories. From a logistics REIT showing signs of stabilisation in a challenging China market, to an industrial REIT navigating North American headwinds, to a data centre specialist riding acquisition-driven momentum, each offers distinct cata ...

Company Overview - Full Truck Alliance Co. Ltd. operates a digital freight platform that provides services such as freight listing, matching, brokerage, online transactions, and value-added services like credit solutions and insurance [8] - The company employs over 7,000 people and is a significant player in China's technology-driven logistics sector, connecting shippers with truckers to streamline freight transactions [9] - As of the latest data, Full Truck Alliance has a market capitalization of $11.77 billion, with a revenue of $1.71 billion and a net income of $588.99 million [5] Investment Activity - Bright Valley Capital established a new position in Full Truck Alliance, acquiring 2.57 million shares valued at approximately $33.36 million as of September 30 [2][3] - This new stake represents 19.75% of Bright Valley's reportable U.S. equity assets under management (AUM) [4][6] - The stock price of Full Truck Alliance was $11.25, reflecting a 4% increase over the past year, although it underperformed compared to the S&P 500's 17% gain during the same period [4] Financial Performance - In the third quarter, Full Truck Alliance reported a revenue growth of 10.8% year over year, reaching $471.7 million, with fulfilled orders increasing by over 22% [10] - Transaction services revenue surged by 39% year over year, while value-added services grew nearly 17%, indicating a shift towards monetized infrastructure [11] - The company maintains a strong balance sheet with $4.4 billion in cash and investments, alongside consistent operating cash flow generation [11] Market Position and Strategy - Bright Valley's significant allocation to Full Truck Alliance suggests a belief in the company's long-term value and market mispricing [10] - The investment aligns with a broader thematic focus on digital marketplaces within the Chinese internet and platform sector, indicating a strategic bet rather than a one-off trade [12]