dsv

Ever heard of the law of unintended consequences? Denmark’s DSV is running the risk of delaying a key corporate decision: its next M&A move.

And there is obvious downside in this waiting game.

If it waits any longer, this could hinder its performance on the stock exchange, just as it did – in terms of incremental returns – during the years that preceded its $1.35bn acquisition of US-based UTi Worldwide.

To paraphrase the thinking of several of my banking sources, many of whom have ’skin in the ...

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  • Andreas Kout

    June 06, 2018 at 4:35 pm

    XPO is on the acquisitional trail itself , honestly speaking we even do not think a DSV can afford an XPO.
    Damco is Maersk prepared to sell? Do not have received yet the signal on this
    Analyse the global freight forwarding market and tell me which one FF does generate +500 Mio USD and is prepared to sell, sorry to say we do not know anyone.
    We know quite a lot of companies at this size however none of them who is open and prepared to sell to a DSV.
    Its funny someone does have a big pocket full of funds however the problem is to find the one to invest into.
    Nothing new to us we have foreseen this and are communicating this since 1,5 years and you see until yet nothing really happend on the DSV front or?
    A.Koût

    • Ale Pasetti

      June 07, 2018 at 12:07 am

      Thanks for your comment, a.k. Can you flag here your corporate website, please?