'Mærsk-quits-Schenker' effect? Short-lived!
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© Cheryl Quigley
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Dreamstime.com
Great minds think alike, the old adage goes.
And so, just as I had started to model Q3 23 and Q4 23 Ebit for DSV, trying to quantify earnings risk to the end of the year against the Danish forwarder’s own guidance, and then trying to compare that against informal consensus estimates for Kuehne + Nagel (K+N), a sell-side note titled ’Battle of the forwarders – DSV vs Kuehne+Nagel (…)’ hit my inbox today.
Let’s forget a deeper dive into the Q3 23 ...
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