Comment / Market Insight: CHR + EXPD - a lean machine with solid dividend prospects

© Piotr Trojanowski

There is a deal between two major US-based asset-light transport firms, each worth just over $12bn, that could be so compelling it would overshadow any other tie-ups I have envisioned this year.

It is even more appealing on paper: in fact, and perhaps more strategic than DSV + XPO Logistics and Kuehne + Nagel + Ceva, let alone CMA CGM + Ceva, in this environment.

It is a huge merger of equals, where one of the two companies possibly involved, CH Robinson ...