Comment / Supply chain radar: why Goldman Sachs bought CEVA stock?

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After a long of day of talk spent on the DSV/Panalpina takeover situation, I bumped into a very nice hedge fund guy – invested in virtually all the 3PLs possibly involved – who ended up sharing my same view: a DSV bid for CEVA Logistics is not off the table.

DSV is smart, and given the timing of the two deals under way it can still decide which bird it wants to shoot down. CMA CGM could register a massive paper ...