Comment / DSV – building the house with Schenker synergy blocks

One insider in our marketplace is adamant that “urgency is felt” at DSV’s headquarters to deliver greater value to shareholders – another: “He [CEO Jens Lund] promised too much, way too much, professionally speaking” – while the tentative quantification of Schenker-related synergies is on everybody’s lips, as well as displayed in various research papers.

How many people will be let go? And then?

Are there assets to monetise? What about other catalysts?

Rampant speculation comes as the shares trade at a lowly Dkr1,280, ...