Comment / DSV, Kuehne, Mærsk & DHL – only one model rocks in the down cycle

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The downturn biting, one of the most evocative signs this earnings season came from severely-challenged business model fundamentals in transport and logistics (T&L) – rocked to the core, in certain cases, particularly in Europe.

There’s that…

Short-termism in the market is another thing. Let’s start from the table below – take value destruction in Copenhagen on results for the two leaders both in shipping and forwarding there. However…

… delving into the latest developments through the lenses of our Magic Four – DSV, Kuehne ...