Comment / DSV – king status, leverage, value divide

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The bulls insist that one week on, the €14.3bn transformational deal of the century in forwarding is the way to go for Denmark’s DSV.

Just how much upside can be derived from the integration of Schenker, however, divides the market.

Meanwhile, elsewhere

Yesterday, 16 September, credit rating agency Moody’s talked of a transaction that “offers strong strategic rationale but bears significant execution risk“, but the equity analysts are looking forward to a combination that over the medium term is expected to be a ...