Analysis: The DHL bull thesis in a bear market for air/sea yields
The inner beauty
To suggest that Danish forwarder DSV, with its very strong track record in M&A, would sign a €14.3bn transformational deal to acquire Schenker and arrange a call with analysts to introduce the world’s largest forwarder without having covered all the bases, makes you doubt your own mental health.
’Give CVC eternal rest, O Lord’
That was consensus in our marketplace earlier this week when Bloomberg and Reuters – both news agencies head and shoulders above the rest in chasing the juicy M&A developments ...
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