Analysis: Bruised DSV – cash not king anymore?
…or just blame investment needs and seasonality
Oh, dear. Are freight forwarders taking a page out of the shippers’ playbook in cross-boarder M&A?
That’s a legitimate question now that many of my sources think patience has become the most precious commodity when it comes to determining the outcome/timing of the takeover of Panalpina (PAN) by DSV.
Background
It terms of M&A strategy, the Kraft+Cadbury deal a decade ago was by far one of the most entertaining I’ve studied and covered. If that serves as a blueprint, DSV+PAN could close in May.
Two ...
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DSV could face $16m bill after helicopter is written off in haulage accident
Déjà vu as major ocean carriers scramble for tonnage and containers
Trade growth getting stronger, but ocean freight rates stay flattish
Rising costs of port congestion force surcharge by Asian feeder operators
Global airfreight volumes blooming as flower shipments take off
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