Bull corner: DSV vs Kuehne – what to love and hate
… fools seldom differ
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 ...
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Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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