Comment / DSV in pain – regulatory risk weighs, 'zero upside' from Schenker buy

ID 280706424 © Andrew Angelov | Dreamstime.com

The dispiriting stock market weakness of DSV is a punch in the face of the Danish forwarder’s backers, who strongly believe in its Big M&A push via Schenker.

Indeed 

Duly flagged by DeskOne…

… its shares have been under a huge amount of pressure in recent times, yesterday closing Q1 25 at Dkr1,332.5, not far off an intra-day low of Dkr1,323.5 yesterday (31 March). That new DSV nadir for 2025 compares with its unaffected ex-Schenker level of Dkr1,249.5… how is that possible?

Blame the ...