As DSV leads, enter a sea-air pure-play 'Restructured Kuehne'
Cheers!
Crazy does it.
Upping the ante with evergreen M&A speculation, first off today are strong rumours from senior sources that one of the top 20 global logistics services providers by air/ocean sales is willingly looking to divest its freight forwarding operations to release value for shareholders.
(As market talk builds beyond any reasonably speculative threshold, it could be a subtle way to let everybody know, informally, that if a 100% takeover of the undisclosed group is engineered, it’ll be very, very pricey.)
Then a majestic Q1 22 trading ...
DHL Express facilities in Canada forced to shut down by strike
New Middle East conflict brings airspace closures, flight chaos and oil price worry
BYD launches logistics subsidiary – and eyes ports and shipping sectors
Shippers wanting a return to Suez should be careful what they wish for
China pushes Cosco participation in consortium eyeing Hutchison buy
Congestion at Chittagong as boxes pile up on docks and ships wait at anchor
News in Brief Podcast | Week 24 | Ship fires, geopolitics and DSV drama
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