DSV sparks rethink on freight software – but AI may pose the real challenge
When DSV revealed it was developing its own technology platform and moving away from CargoWise, ...
Investors following the DSV–Panalpina–Agility story are puzzled as to what could happens next, according to a New York-based portfolio manager I spoke to yesterday, echoing similar views of traders in London.
One swallow
“Agility (AGY) could swallow Panalpina (PAN) overnight, or just take it over and leave the foundation with a minority stake. Either way it would be a good deal for both,” I was told.
I don’t think so.
While many investors still believe that Kuwait-based Agility could buy out PAN – which, in ...
Comment on this article