Picking apart the DHL-Evri UK e-commerce deal
It’s all about scale
This week, the equity research team at Bernstein reiterated the view that DSV will win over DB Schenker…
… confidently pointing out that the Danish forwarder can raise a small amount of new equity to secure the prized Deutsche Bahn-owned 3PL…
… while loading the combined entity’s balance sheet with new debt to fund what would be mostly a cash deal.
(Germany happy, DSV too.)
How it works
Now keep in mind the resulting equity stake of Germany in DSV under an all-equity deal: 29.98%. ...
European port congestion now at five-to-six days, and getting worse
Keep our news independent, by supporting The Loadstar
Ocean rates rise after tariff pause acts as 'starting gun' for more front-loading
Carriers react quickly to transpac demand surge, but rates remain muted
ONE opts for South Korean newbuilds to avoid hefty US port fees
Crew saved as MSC box ship, hit by 'monsoon' off Indian coast, sinks
Legal challenges for tariffs and de minimis, as EU eyes new ecommerce rules
Comment on this article