Post-DB Schenker jolter – dissecting DSV, Kuehne & DHL GFF
Something to think about
The value versus people dichotomy would leave even the smartest observer in awe when it comes to DSV Panalpina (DSV PAN).
Winners & losers
In a note released after the market closed last Friday, and headed – “Structural Winners Conference Feedback” – investment house Jefferies told clients that it remains bullish as the DSV PAN integration is proceeding well. In air freight, particularly, DSV was blessed thanks to Panalpina, while predicting upside from further M&A in 2021 and so forth. The usual ...