Comment / DHL's mega-merger 'SC+GF in the making' – yet enough is enough?

ID 31085656 © Ipb | Dreamstime.com

(Editor’s note: Premium has reached out to several institutional investors in recent weeks. Many of them have shared concern – opportunistically or otherwise – about investing in logistics integrators, whose values are fairly depressed at pre-Covid levels – DHL and FedEx in line with their 2018 price range, UPS… look back to 2013! One buy-side source said :”Look back 20 years, it can be dead money for a long time”; another, quite simply, is “not interested any longer [in integrators]”; ...