Comment / CMA CGM Logistics – about $30bn of hidden value

It’s the waiting game for the majors.

Excruciating?

Nah.

DB Schenker taking forever to come to the market and seal a deal, it makes a lot of sense for its logistics rivals to proceed carefully with corporate changes, disclosing strategic plans, assessing value-led alternatives.

’I’ll move when you do’, that kind of competitive attitude.

Because, make no mistake: everybody is acutely aware that the outcome of the DBS auction will change the competitive landscape forever (no drama added), while others have already upped the ante.

And ...