Comment / DSV, Kuehne, Mærsk & DHL – who's 'stuck in freight valley'?

ID 15530120 © Olga Kovalenko | Dreamstime.com

There are a lot of expectations for our Magic Four – DSV, Kuehne + Nagel, Mærsk and DHL Group – in the European transport and logistics (T&L) sector for the forthcoming year.

M&A master DSV is expected to become the largest global forwarder, with a Schenker-charged turbo engine under its bonnet.

Drawing from a note released on Thursday last week (2 January), equity research analysts at Bernstein* reiterated their view that at current stock levels of about Dkr1,500 “the upside does not ...