DHL rockets – but time ‘for Global Forwarding to catch up with DSV’
…and Schenker dilution might just help
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© Volodymyr Konko
| Dreamstime.com
Following the excitement of last week’s updates from DSV on its €14.3bn Schenker purchase, related funding and narrowed 2024 guidance, our focus has soon enough shifted to the Q3 24 earnings of the main actors in transport and logistics (T&L).
Reporting season opens stateside next Tuesday, 15 October, with intermodal and land services provider JB Hunt, which as usual will take the pulse of T&L investors – however, saying little about what to expect for our Magic Four: DHL, Mærsk, Kuehne ...
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