Peek through 'the veil of ignorance' with DSV, DHL, K+N & Mærsk
Spot the outcome, if you can
I am good, I thought, on Friday. The very original idea for my usual weekly analysis, is already drafted. The plan now is just to discuss the M&A probabilities and financials of two potential targets for Panalpina (PAN), in case the Agility (AGY) deal does not go through.
Easy peasy?
No.
One, Dachser (DCH), is “out of reach”, I was told. What a pity senior sources got in touch only after I ran all the PAN+DCH numbers – while the scale of the other ...
Comment on this article
Frederik deCockBuning
February 19, 2019 at 4:34 pmwell spoken Alessandro…but remember Mclean was a great pioneer not only because he invented the box/container he also knew how to use it ! Most of the present carriers don’t know this .. thats why all these NVO’s have benefitted. The end of
the PAN’s & CEVA’s is in sight
Alessandro Pasetti
February 21, 2019 at 10:56 amMany thanks for your comment, Frederik!