M&A down under – eyes open for bargain basement deals
Bread and butter on the menu
“Do you think DSV can strike a deal by April?”
Those musings hit our marketplace last week from insiders.
While curiously or not (more on this later on), yesterday DSV announced it had secured “two US-based logistics firms” to boost its own semiconductor services proposition.
Cool.
For that matter, talk to senior portfolio managers and virtually all are acutely aware that the worst days for semiconductors are well behind us.
It was last summer when JP Morgan argued that “more chips will become available in ...
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Alex Lennane
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mobile: +44 7879 334 389
During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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mobile: +44 7402 255 512
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