panalpina_flag

I am good, I thought, on Friday. The very original idea for my usual weekly analysis, is already drafted. The plan now is just to discuss the M&A probabilities and financials of two potential targets for Panalpina (PAN), in case the Agility (AGY) deal does not go through.

Easy peasy?

No.

One, Dachser (DCH), is “out of reach”, I was told. What a pity senior sources got in touch only after I ran all the PAN+DCH numbers – while the scale of the other ...

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COMMENTS 2


  • Frederik deCockBuning

    February 19, 2019 at 4:34 pm

    well spoken Alessandro…but remember Mclean was a great pioneer not only because he invented the box/container he also knew how to use it ! Most of the present carriers don’t know this .. thats why all these NVO’s have benefitted. The end of
    the PAN’s & CEVA’s is in sight

    Reply
    • Alessandro Pasetti

      February 21, 2019 at 10:56 am

      Many thanks for your comment, Frederik!

      Reply