Analysis: The DHL bull thesis in a bear market for air/sea yields
The inner beauty
(This is the first column written for Premium by a veteran of transport and logistics, writing for us under the nickname of Mr Vol)
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Five years ago, Jens Bjørn Andersen (pictured below) mentioned that his ultimate goal was for DSV to buy DB Schenker (DBS) before his retirement. UTi Worldwide, Panalpina and Agility GIL were, all combined, the entrance ticket to be able to do so.
The disclosure of his departure took place almost one year today, but his legacy lives on ...
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