Schenker race...Mærsk out – in the name of synergies, or the lack thereof
DSV in pole, the bulls argue
We got another dose of the hypothetical DSV + DB Schenker scenario this week.
Just as…
Worth noting, the Jens Lund reign in Copenhagen has already left a slightly bitter taste in the mouth of investors.
Stock down almost -8% at current reading from the Feb 1-results-day-closing-level of Dkr1,255.5, now hovering around Dkr1,151 – essentially, where it traded pre-Red Sea crisis on 19 December; and then a month earlier, pre-Q3 23 results, when the ’Andersen out effect’ weighed on value*.
(*Looking backwards, we were ...
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