Comment / Market Insight: Logistics M&A and a merger of equals that would scare the hell out of rivals

“Everyone is entitled to his own opinion, but not to his own facts.” – from Confessions of a Capital Junkie.

From the surprise of DP DHL’s supply chain divestments in China, via the adrenaline rush of the DSV vs CMA CGM & CEVA story, to identifying the timing of XPO Logistics’ possibly imminent M&A action and ending with the AP Møller-Maersk Group (APMM)/Damco FF divorce and the Danish carrier’s blockchain plans (or pains, if you have read the latest) – it’s been a ...