Comment / Against the odds: DSV Panalpina – fragile, handle with care

As it keeps building its business organically, according to its CEO’s mantra, DSV Panalpina (DSV PAN) has no fears in facing the jury in just over a fortnight on 10 February when its fourth-quarter and annual results are due.

And while some insiders have urged me lately to talk about vertical consolidation, I have speculatively and momentarily wondered if it could cut a deal for troubled Pacific International Lines (PIL)*, hence adding heavy sea floating assets to its asset-light portfolio. Hmm.

(*Here is ...