Comment / M&A radar: DB Schenker AGAIN? Yet spare a thought for DSV + Mainfreight

The cheapest, dirtiest piece of speculation concerning the possible events unfolding next week, when Copenhagen is on the radar with both DSV and AP Møller-Maersk Group (APMM) disclosing their numbers on Wednesday, is that either one or the other would announce a deal.

Bearishly – yet safely – rule out the ocean integrator*, which may shock us instead with a massive dividend increase.

(*Busy counting the cents it has spent in acquisitions and intent on drafting an organic plan in contract logistics, ...