UPSによる爆弾投下

場がしまってからUPSが四半期決算見通し下方修正を発表

Bloomberg: UPS Reduces Profit Forecast on Fuel Costs, Econom

UPS said the ``anemic'' economy was causing customers to cut back on air shipments, its most profitable offering, and that international packages coming into the U.S. were also declining. Jet-fuel costs have jumped 30 percent this quarter, and UPS has a two-month lag in recovering those expenses through surcharges, Chief Financial Officer Kurt Kuehn said in a telephone interview.

  • もっとも利益率の高い航空便の利用が減少
  • 米国宛の国際便も減少
  • 航空輸送燃料費の高騰


  • UPSFedexの業績を見れば米国の物流もだいたいわかる。
  • 物流が減っているということは、経済活動が縮小している可能性が高いことになる。
  • 引き続き荒れ模様...

From MadTV...UBS Guy(古典的名作)