Comment / DSV value crux – Morgan Stanley weighs in, trims Kuehne

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It’s that time of the year when projections and recommendations from the sell-side analysts are often confirmed; sometimes tweaked; and seldom challenged by the herd.

The recurring behaviour: see how the next few weeks go, we’ll adjust accordingly as and when more valuable elements emerge.

Head-to-head: freight forwarding corner…

We had a good dose of insight yesterday, 10 January. In a note out to investors – headed, somewhat bravely, in my view: “Smoother Sailing” – Morgan Stanley reiterated its cautious stance on growth ...