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?


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 ...

Subscription required for Premium stories

In order to view the entire article please login with a valid subscription below or register an account and subscribe to Premium

Or buy full access to this story only for £13.00

Please login to activate the purchase link or sign up here to register an account

Premium subscriber
New Premium subscriber REGISTER

Comment on this article

You must be logged in to post a comment.
  • 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

    • Alessandro Pasetti

      February 21, 2019 at 10:56 am

      Many thanks for your comment, Frederik!