DSV in pain – regulatory risk weighs, 'zero upside' from Schenker buy
Gauging discount
After last week’s ’Farewell to arms?’ note to investors, Bernstein analysts today, 28 January, updated the market with a preview of Q4 24 numbers expectations in research headed ’Worry on the waves’.
In Europe, DSV opens the earnings season in transport and logistics on 4 February, followed by Mærsk on 6 February, then comes Kuehne + Nagel with figures on March 4, and we close with DHL Group on 6 March.
As you may recall, the German integrator is Bernstein’s “top pick ...
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