Comment / Supply chain radar: DSV + Panalpina – stick or twist?

Chasing nickels around dollar bills is the name of the game with DSV and Panalpina (PAN) now, with the shares of both 3PLs under significant pressure – each down ~ 4% at midday GMT – as the financial markets caught up with the hard reality that nothing has changed since yesterday – yes, nothing.

21

21 is Wednesday’s magic number of calls I had the pleasure to field just by lunch – which mainly centred on the insights from the story we ...