Insights 1.7 World Container Index - 18 Jul Valuation My view for LOGI is a hold rating. While 1Q25 results were positive, I have concerns about weak consumer spending and rising freight costs which could weigh on near-term earnings performance. The widening gap between sell-in and sell-through suggests high channel inventory, potentially limiting future growth. Additionally, rising freight costs could squeeze margins. While a PC demand recovery could be a tailwind, the stock is likely to trade sideways unt ...