Comment / DSV: (Dangerously?) sky-high expectations in the bull camp

ID 2801631 © Daniel Ouellette | Dreamstime.com

The final part of 2025 was a boon for value accretion in transport and logistics (T&L).

Picking battered, or just lagging, stocks in T&L was on everybody’s lips in finance circles, despite the risk of being exposed to the wrong side of the trade as soon as early 2026 (catalyst: earnings season/guidance risk), given the widespread uncertainty tied to this year’s outlook and corporate restructurings happenings for so many in the space.

Nonetheless, it’s still party time out there – with the ...