Schenker, what Schenker? DSV boss talks up options – yes, Sir!
New corporate structure also serves ‘potential M&A that may come up’. May? Potential?
Take the masterful DSV Panalpina (DSV PAN), knowing its M&A-driven value proposition may need another fillip soon enough for its stock to break through new highs, which were reached recently partly thanks to the Agility deal – equity-financed at Dkr1,299.5 a share; now it trades 13.5% higher at Dkr1,475 – as well as other deal-related speculation.
Now break it up, leaving the Danish company directly owning only two large units – one is air and ocean freight, the other contract logistics ...
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DSV chief reticent on Schenker: the focus on growing market share
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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