2024: Sublime DSV, battered Kuehne, after a year to remember
It’s in the numbers – and mind the (Schenker) gap
“It’s not a complicated equation to figure out whether it is beneficial or not to repurchase shares.” – Warren Buffett.
It’s easy to argue that we are currently witnessing only the first bland steps of the integration of Panalpina by DSV. That means that if I am right, in half a year or so all those fancy matrix-like layers we saw in APAC will go out of the window. Meanwhile, my attention was captured by stock market trends in the past ...
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