A.P. Møller - Mærsk A/S improves operational profitability

A.P. Moller - Maersk’ third quarter is characterised by improved profitability across the business. Earnings before interest, tax, depreciation and amortization (EBITDA) improved 14% to USD 1.7bn in the quarter, reflecting an increase in EBITDA margin to 16.5%. Revenue decreased slightly by 0.9% to USD 10.1bn. Operating cash flow increased by 25% to USD 1.7bn with a cash conversion ratio of 105% and free cash flow before capitalized lease payments was USD 1.5bn.

“While the global container demand, as expected, was lower in Q3 due to weaker growth in the global economy, A.P. Moller - Maersk continued to improve the operating results. We delivered strong free cash flow and a return on invested capital of 6.4% as a result of strong operational performance in Ocean, higher margins in Terminals and solid earnings progress in Logistics & Services,” says Søren Skou, CEO of A.P. Moller ? Maersk, and continues:

“The strong performance for the quarter combined with our expectations for the rest of the year, led to the recent upgrade of our earnings expectations for 2019. We will continue our focus on profitability and free cash flow in Q4 and into 2020.”

EBITDA in Ocean improved 13% to USD 1.3bn and EBITDA margin increased to 17.4%, reflecting the focus on profitability through capacity management and operational performance which mitigated lower freight rates and modest volume growth in Q3 of 2.1%. Revenue was USD 7.3 which is on par with Q3 last year.

Terminals & Towage reported an increase in EBITDA to USD 313m and an increase in revenue of 5.8% to USD 986m in the third quarter. In gateway terminals, the increase in EBITDA of 33% to USD 261m and a margin of 31.7%, was driven by a volume growth of 9.2%, which contributed to higher utilization, combined with stronger cost efficiency.

Logistics & Services progressed with gross profit up 13% to USD 336m following increased activities in intermodal and warehousing & distribution, however partly offset by lower revenue in air and sea freight forwarding. The improved gross profit lead to an increase in EBITDA of 34% to USD 94m and an EBITDA margin of 5.8% and an EBIT conversion ratio of 17.5%.

Net interest-bearing debt decreased further to USD 12.1bn at the end of Q3 (USD 12.9bn at end Q2 2019) after buying back shares of USD 363m as part of the share buy-back programme announced in May 2019.

Solid progress despite market uncertainties

As part of the strategic target to become more balanced in earnings between the Ocean and non-Ocean partly through cross-selling of end-to-end and digital services, Maersk continues to develop products and services for customers, resulting in high customer satisfaction.

“I am pleased with the progress on the transformation of A.P. Moller - Maersk. We are making progress across multiple fronts including our digital transformation and growth in our land-based logistics products and terminals business,” says Skou.

Looking at the measurements of the development in the transformation this quarter, Maersk reports a cash return on invested capital improvement (CROIC) of 13.4% in Q3 from 9.0% in the same period last year.

Furthermore, non-Ocean revenue increased 3.7% in Q3 2019, driven by strong growth in the gateway terminals and growth within the strategic integrated parts of Logistics & Services such as intermodal and warehousing.

The improved profitability led to an increase in return on invested capital (ROIC) to 6.4% from negative 0.2% in the same quarter last year.

We still need to improve on profitability and return, and we continue to take measures across the business to fund the next stages of the transformation and maintain cost leadership.

Guidance for 2019
As announced on 21 October 2019, A.P. Moller - Maersk now expects EBITDA for 2019 in the range of USD 5.4 ? 5.8bn, from the previously communicated USD 5bn range.

The organic volume growth in Ocean is now expected to be slightly below the estimated average market growth, which is now expected to be in the range of 1-2% for 2019 compared to previously an expected market growth of 1-3%. Guidance is maintained on gross capital expenditures (CAPEX) of around USD 2.2bn and a high cash conversion (cash flow from operations compared with EBITDA).

CAPEX for 2020-2021 accumulated for the two years is expected to be USD 3-4bn.

The guidance continues to be subject to uncertainties due to the weaker macroeconomic conditions and other external factors impacting container freight rates, bunker prices and foreign exchange rates.


ファーストリテイリング サプライチェーン改革実現に向け、戦略的グローバルパートナーシップを拡大 

株式会社ファーストリテイリング(代表取締役会長兼社長 柳井 正)は、2018年10月にグローバルパートナーシップを締結した株式会社ダイフク(代表取締役社長 下代 博)に加え、株式会社MUJIN(CEO 兼 共同創業者 滝野 一征)および、Exotec Solutions SAS(CEO Romain Moulin)と、本日11月13日、サプライチェーン領域における戦略的グローバルパートナーシップに関する合意書を締結いたしました。
今回の契約締結によって、ファーストリテイリングは、さらなる倉庫の自動化とグローバル展開を加速し、各社それぞれの豊富な専門知識と経験を支えに、サプライチェーン改革を進めてまいります。

グループ上席執行役員の神保拓也は、「本日、ファーストリテイリングが、1年前のパートナーシップ締結に加え、新たに2社のパートナーを迎えることを喜ばしく思います。各社の卓越した専門性と経験を活用し、倉庫の自動化と、グローバルでの変革を強化することで、さらなるサプライチェーンの強化を目指します。適切な商品を、適切な時期に、適切な場所、適切な量、適正なタイミングお客様にお届けする。この究極のサプライチェーンの実現をめざします」と述べています。

戦略的グローバルパートナーシップ締結による取り組みについて

株式会社ファーストリテイリングは、この度のグローバルパートナーシップ締結に伴い、下記の取り組みを、より加速してまいります。

?さらなる倉庫の自動化を推進
形状が柔らかく、商品種類も豊富なアパレル製品のピッキング作業は、これまで自動化が困難とされてきましたが、今回新たに、MUJINとモーションプランニングAIを用いたピッキングロボットを開発、全世界の倉庫に導入していき、倉庫の自動化を加速させます。

?自動倉庫をグローバルに展開
今回のパートナーシップ締結を基に、海外においても倉庫自動化の展開を加速度的に推進してまいります。ダイフクとは、既に国内2拠点、海外2拠点の計4拠点、MUJINとは海外1拠点、Exotec Solutionsとも海外1拠点の倉庫自動化に着手しており、今後もこの取り組みを拡大していきます。 


プロロジス、物流ITスタートアップのKURANDOと倉庫内作業進捗・生産性の可視化アプリを共同開発

物流不動産の所有・運営・開発のリーディング・グローバル企業であるプロロジス(日本本社:東京都千代田区丸の内、代表取締役社長:山田 御酒)は、物流ソリューションプロバイダーのITスタートアップ企業、株式会社KURANDO(本社:東京都品川区、代表取締役社長:岡澤 一弘)と業務契約を締結し、倉庫内業務を可視化するアプリ「ロジメーター」を共同開発したことを発表しました。

■ ロジメーターの概要

ロジメーターは、倉庫内業務を可視化するアプリです。
同アプリは、庫内における作業内容をタブレットに登録することで、リアルタイムでの作業進捗把握を行うシステムです。これにより、作業進捗に応じたレイバーコントロール(作業量に合わせた適切な人員配置)や生産性分析、作業改善につなげることが可能となります。

直観的な操作で利用できるシステムとして開発され、導入企業は初期投資なしで利用できます。
■ 共同開発の背景:物流現場の負荷軽減を、リーズナブルかつシンプルなツールで支援

昨今の労働力不足は、プロロジスの物流施設を利用するカスタマーを含めた物流業界における重要課題です。プロロジスでは、それらの課題に対応すべく自動化やロボティクス導入支援を進めています。しかし、適切な人員配置のためには欠かせない作業状況の把握が十分に行われておらず、また、安価に利用できるツールが存在しないといった現状に直面し、ロジメーターの共同開発に至りました。

庫内作業の現場では、検品、梱包、ピッキングなどさまざまな工程が手作業で行われていますが、WMS(倉庫管理システム)がフォローできない作業も多く存在します。そうした場合は、レイバーコントロールのため各作業の進捗状況をいったんホワイトボードなどに手書きで管理し、作業終了後にエクセルなどに入力・集計するケースが多く、煩雑で膨大な時間がかかっています。

これらの作業は入居カスタマーにとっては大きな負荷となっていますが、自社でシステム化するには巨額の初期投資が必要となります。プロロジスは、シンプルな操作で安価に利用できるシステムをKURANDOと共同開発することで、物流現場における管理者の負荷軽減や、庫内オペレーションの効率化をサポートします。

ロジメーターは、まずプロロジスパークに入居するカスタマー企業を中心に、プロトタイプ版を提供します。その後、実際に使用した企業からフィードバックを得て機能の改良と充実化を図り、来春には完成版を製品化してKURANDOが提供を開始する予定です。

株式会社KURANDOについて 

株式会社KURANDO(本社:東京都品川区西品川、代表取締役:岡澤一弘)は物流オペレーションデータのデジタル化を行う物流ソリューションプロバイダーです。これまで手間がかかり、困難だったデータ取得を支援する「ロジメーター」を提供し、集まったデータはマクロデータとして集計、ベンチマークデータとして公開することで、業界全体の適正なリソース運用を支援いたします。




DHL & Hewlett Packard Enterprise take aim at invoice process improvement

Through a joint collaboration, DHL Global Forwarding and HPE invest in the automation of administrative and shipment processing, offering more transparency and a better customer experience

DHL Global Forwarding, the air and ocean freight specialist of Deutsche Post DHL Group, and Hewlett Packard Enterprise (HPE) have worked to deploy a blockchain solution supporting logistics payment processing. Based upon smart contracts and blockchain technology, this solution offers a more robust alternative to back-end processes which are often error-prone and tedious. DHL believes blockchain has significant potential in this area and (by deploying a solution in conjunction with a major customer) intends to take a leading position in the application of this technology. The growing number of digital solutions and services deployed by DHL Global Forwarding is fully in line with Deutsche Post DHL Group's recently presented new corporate "Strategy 2025 - Delivering excellence in a digital world".

"Blockchain and other innovative technologies can be seen as key differentiators in removing significant layers of complexity from global supply chains," said Eugenius Otte, Head of Product Management, DHL Global Forwarding, Netherlands. "We are extremely excited to work with HPE, a long-standing customer, on this joint venture with the goal of delivering significant service enhancements, productivity improvements and savings in the supply chain."

Live since July 1, this Minimum Viable Product (MVP) solution links multiple entities of HPE and DHL Global Forwarding for one-off order management. One-offs are defined as requests for shipments that can be supported by the DHL network, but that are not part of the standard contract. The MVP aims to address some of the pain points in the approval process by making use of the inherent functionality of a distributed ledger. It simplifies the approval process and clearly identifies the shipment quotes that are approved (by whom, and when) - all in immutable records.

"Based on the initial results, HPE has observed a number of inherent benefits, including 100% invoice accuracy and paid on agreed terms, less days payment aging, and little to no manual intervention," according to Kim Masone, HPE Vice President, Global Logistics.

By eliminating the post -delivery checks for shipment approval, considerable time is gained by both HPE and DHL. In addition to facilitating shipment quote approvals, use of the MVP offers customers insight into expected payments, improves accounts receivable, and offers a single source of transparency for all parties. Invoices are triggered immediately following POD and can be paid to contractual payment terms.

According to Masone, "We see great benefits in using this tool and look forward to expanding its use to other non-contractual business globally."


Saloodo! becomes the first international digital road freight platform on the African continent

One-stop platform for road freight connections for domestic shipments within South Africa and international movements to several neighbouring countries
Further expansion to connect shippers and carriers within Sub-Saharan Africa (SSA) is planned for early 2020
Collectively, the service has grown to more than 30,000 shippers and over 12,000 carriers covering 35 countries

The logistics start-up Saloodo! today launched its platform for shippers and transport providers in South Africa, bringing the first digital road freight platform to the region. The intuitive and simple-to-use digital solution was first launched in 2017 in Germany and is now also represented in the Netherlands and Poland. Moving swiftly into emerging markets outside of Europe, the subsidiary of Deutsche Post DHL Group was introduced in the Middle East just six months ago and continues now on its growth path by offering its digital services in Africa.

An efficient road freight network is a key conduit of trade within a geographically wide-spread country such as South Africa but also with 16 landlocked countries within Sub-Saharan Africa (SSA). However, much of the region's road freight operations remain fragmented and highly traditional, missing out on the visibility, efficiency and security that technology offers.

"After successfully entering the Middle East we have taken the decision to continue on our growth path by expanding to the African continent," said Thomas Grunau, CEO of Saloodo! "As the world's youngest continent with 60% of the population below 25 economic decisions and growth are increasingly driven by a dynamic generation of digitally-minded young adults. These are ideal conditions for offering and further developing our smart solution."

With South Africa as its launch pad into Sub-Saharan Africa, Saloodo! is the first digital platform available in the region that offers a single, simple and reliable interface for shippers and transport providers to best optimize cost, routes, cargo and transit times. Backed by DHL's global and regional footprint and expertise, all contractual relationships on the platform are organized via the existing local DHL entity, providing trust and peace of mind to carriers and shippers alike.

"With real-time visibility, Saloodo! will inject greater transparency and efficiency to the road network in the region, enabling shippers - from small enterprises and start-ups to large multinational groups - to find trusted and reliable freight carriers in South Africa. This will in turn help carriers manage existing fleets and optimize capacity with full truckload shipments," added Tobias Maier, CEO of Saloodo! Middle East and Africa.

With a market value of R 121.1 billion (~EUR7.5 billion) in 2018, road freight volumes in South Africa have been increasing steadily, exhibiting a growth of 5.6% in June 2019 when compared to the previous corresponding period.

Equally, intra-Africa exports already accounted for 26 per cent and 12 per cent of South Africa's 2018 total exports and imports respectively - almost 50% of which are with neighbouring countries in this landlocked region.

Collectively, the service has grown to more than 30,000 shippers and over 12,000 carriers covering 35 countries.



国際物流スタートアップShippio、シリーズAで10.6億円の資金調達を完了

株式会社Shippio(本社:東京都港区、代表取締役CEO:佐藤 孝徳、以下「Shippio」)は、日本最大の船舶投資ファンドであるアンカー・シップ ・パートナーズをはじめ、Delight Ventures、環境エネルギー投資、Sony Innovation Fund及び既存投資家であるグロービス・キャピタル・パートナーズ、500 Startups Japan(現Coral Capital)、YJキャピタル、East Ventures、DBJキャピタルより、総額10.6億円の資金調達を完了したことをお知らせ致します。

Shippioはこれまて?「ク?ローハ?ルトレーテ?ィンク?をもっと身近に」をミッションに、ソフトウェアとフォワーテ?ィンク?サーヒ?スを組み合わせた日本て?初めてのテ?シ?タルフォワーテ?ィンク?*事業を展開してきました。2019年10月末時点て?108社のユーサ?ーにこ?利用を頂き、米国・欧州・中国・ヘ?トナム等、合計30カ国に対して実際の輸出入のオヘ?レーションを完了しています。

今回の資金調達により、日本におけるテ?シ?タルフォワーテ?ィンク?業務の確立を目指し、煩雑な輸出入業務に悩んて?いる荷主企業様に向けて営業およひ?サホ?ート体制の強化と各港・空港におけるロシ?スティクスサフ?ライヤーとのオヘ?レーション体制の強化、およひ?ソフトウェア開発体制の強化を行ってまいります。
?【Shippioの利点】
?輸出入を行う荷主は、Shippioを活用することて?、輸出入情報の一元化、およひ?貨物情報の可視化することて?きるため業務の生産性か?大幅に向上します。マンハ?ワーに依存した貿易業務の負担を大幅に削減することか?可能て?す。また、業務フローか?シンフ?ルになり、業務の属人化を防く?事か?出来ます。Shippioにフォワーテ?ィンク?をお任せ頂けれは?ソフトウェアは無料て?お使いになれます。

【社外取締役就任について】
今回のラウント?にあわせ、ク?ローヒ?ス ・キャヒ?タル・ハ?ートナース?南良平氏か?社外取締役に就任予定て?す。同氏の持つIPOアト?ハ?イサ?リーを含めた未上場企業への支援経験も活かし、今後の弊社の経営体制強化を図って参ります。


DHL ramps up its rail network and service along the new silk road

Three new European Rail Competence Centers in France, Italy, and the UK provide customer service and freight handling between Europe and Asia
DHL Global Forwarding launches fastest freight rail service between China and Germany

In response to growing demand for rail freight services between Europe and Asia, DHL Global Forwarding, the air and ocean freight specialist of Deutsche Post DHL Group, has opened three additional Rail Competence Centers in Europe and is introducing the fastest rail freight connection between China and Germany. Located in Le Havre, France, Felixstowe, UK and Genoa, Italy, the local Rail Centers are staffed with China Rail Experts who advise customers and efficiently coordinate freight volumes. The new rail service, operating between Xi'an in China and Hamburg and Neuss in Germany, has been set up in cooperation with Xi'an International Inland Port Investment & Development Group Co. Ltd. and is cutting transit time from 17 days to between 10 and 12 days.

"We've seen a substantial increase in rail freight volumes along the 'New Silk Road' from China to Europe and vice versa," states Thomas Kowitzki, Head of China Rail, Multimodal Europe, DHL Global Forwarding. "Rail freight products are attractive due to their cost-effectiveness, short transit time, and lower CO2 emissions compared to other transport modes. Moreover, they require the real operational expertise that we bring to the table. We are happy to further expand our European Rail presence with a focus on rail transport in the DHL network. With our growing number of dedicated Country Rail Competence Centers and cutting-edge rail services we are offering the right portfolio of transport expertise and solutions for our customers while their business between Europe and Asia continues to grow."

Customer service and freight handling through dedicated local teams

The Rail Competence Centers already coordinate significant volumes of export and import flows, including less-than-container-load (LCL) DHL RailConnect and full-container-load (FCL) DHL RailLine products. In addition to freight handling, dedicated teams offer comprehensive customer service. They coordinate end-to-end transport processes from collection and export all the way to customs clearance and delivery by truck or combined rail transport to the final destination. Customers benefit from shipment tracking, including temperature information upon request. Following the four Regional Rail Competence Centers in China and a European DHL Rail Competence Center in Poland, the first dedicated Country DHL Rail Competence Center was opened in Stuttgart, Germany in 2017.

Cutting-edge transit time of 10 and 12 days

Starting in Xi'an, at the heart of the New Silk Road economic belt, the new rail service takes an approximate 9,400 km route through Kazakhstan, Russia, Belarus, and Lithuania to Kaliningrad Oblast, a part of the Russian Federation on the south coast of the Baltic Sea, before entering the European Union via the Mamonovo-Braniewo crossing. The final stretch of the route crosses Poland into Germany to the port city of Hamburg, and to Neuss, an important logistics hub on the Rhine River opposite Düsseldorf. This also shortens transit times for customers to other European countries e.g. Benelux, France and UK. Traversing numerous countries, the fastest rail service between China and Germany was created with the support of China Railway, Belintertrans, RTSB Gmbh, and UTLC - Eurasian Rail Alliance.

The fast Xi'an-Germany rail connection will offer customers real-time milestone visibility, using GPS tracking of shipments via the iSee software platform to give shippers door-to-door visibility and insight into any shipping exceptions as soon as they occur.

With the expansion of its intermodal network and expertise, DHL Global Forwarding emphazises the core of Deutsche Post DHL Group's recently presented new corporate "Strategy 2025 - Delivering excellence in a digital world". The Group's purpose remains to connect people and improve their lives by enabling trade and helping businesses to grow.



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