European logistics stocks slide as falling freight rates, softer volumes weigh

Dsv A/S

19/09/2025 09:20

** Shares of European logistics companies fall as analysts flag a sharp drop in container freight indices and warn U.S. port volumes may soften

** Drewry's World Container Index fell on Thursday 6.4% to $1,913 per box and the Shanghai index drops 14.3% to 1,198 week-on-week

** U.S. port volumes are set to ease after a summer spike from front-loading ahead of tariffs and holiday demand, Arctic Securities analyst Kristoffer Barth Skeie says

** "We expect the easing of volumes to be reflected in container rates going forward," he adds

** Shipping giants Maersk MAERSKb.CO and Hapag-Lloyd HLAG.DE fall 3.9% and 2.8%, respectively

** Kuehne und Nagel KNIN.S, which was downgraded by Deutsche Bank to "hold" from "buy", is down around 7%; DSV DSV.CO slips around 3%

** DB says it is cautions on the broader transportation sectors given economic risks

 (Reporting by Jesus Calero)

 ((jesus.calero@thomsonreuters.com))