Peek through 'the veil of ignorance' with DSV, DHL, K+N & Mærsk
Spot the outcome, if you can
ID 26865723
© Passigatti
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The debate concerning the joy and pain of being ’Just Lund’ at the top of the DSV chain of command and, more broadly, the leading executive in logistics doesn’t subside.
As more feedback comes our way, both privately and publicly, it has surely been widely questioned whether the Danish forwarder would be better off without the current CEO calling the shots.
Lund pushed?
(As if it were easy to find a replacement.)
Wow
One veteran in logistics, essentially agreeing with our premise – for a ...
Comment on this article
Jochen Pirklbauer
June 30, 2025 at 11:32 pmAlessandro, please see my comment indicating that the trust in the narrative is in my opinion influencing the share price and this is not exclusively related to Boersen but also the DB Schenker integration, etc.
Alessandro Pasetti
July 01, 2025 at 7:32 amMany thanks for your comment, Jochen – I quoted word for word your reply to my comment here, including “trust in the narrative”: https://www.linkedin.com/feed/update/urn:li:activity:7342920262822019073/?commentUrn=urn%3Ali%3Acomment%3A(activity%3A7342920262822019073%2C7342967081824391169)&dashCommentUrn=urn%3Ali%3Afsd_comment%3A(7342967081824391169%2Curn%3Ali%3Aactivity%3A7342920262822019073)&dashReplyUrn=urn%3Ali%3Afsd_comment%3A(7345169147858710530%2Curn%3Ali%3Aactivity%3A7342920262822019073)&replyUrn=urn%3Ali%3Acomment%3A(activity%3A7342920262822019073%2C7345169147858710530). Where do I find more “not exclusively related to Boersen but also the DB Schenker integration”, please? (That is going very smoothly, based on the feedback we gathered: https://theloadstar.com/dsv-insiders-hit-back-at-kuehne-dhl-gf-got-a-pro-integration-going/.) I have not seen any other comments from you on that matter, and it’s my view that neither element added to downside risk/share price action since mid-June.