A Canadian stock is among Citi’s ‘Global supply chain champions’
The global research team at Citi have uncovered a Canadian stock as a winner from current global supply chain disruptions (my emphasis),
" The Citi GPS report argues that ‘firms are likely to take steps toward increasing the size of their inventories and simplifying the structure of their supply chains. The open question is how vigorous and widespread such efforts will ultimately be’… Our Industrial Tech & Mobility teams have a plethora of companies who are deeply in involved in advanced Supply Chain solutions. In Europe they highlight Kion, Auto Store, Hapag Lloyd, Maersk, ZIM, Deutsche Post DHL; in Asia it is Shenzhou, Techtronic, Ashok Leyland, Mahindra & Mahindra, Cosco Shipping, Yang Ming Marine, International Container Services Terminal, and Westports; and in the Americas they hone in on Rockwell Automation, Honeywell, Aecom, Jacobs Engineering, CSX, Northern Southern, JB Hunt, and Traxion … Citi Consumer analysts highlight two companies in this space, including in the Americas, Gildan [Activewear Inc.]. is typically known as the low cost provider of their products (blank T-shirts, sweatshirts, polos), as their Honduras-based manufacturing operations give them an even greater advantage given current market dynamics vs Asia-based competitors.”