DSV in pain – regulatory risk weighs, 'zero upside' from Schenker buy
Gauging discount
Well, even more than usual, it’s all in the numbers.
New entry
Dave Bozeman, a nice chap, according to a few of those in the call yesterday post-results, is “diagnosing, diagnosing hard” and “analysing” the business he just took control of as CEO on 26 June, after a search lasting months for a new leader.
The stated target, made immediately clear in his prepared remarks, is to “accelerate growth in a very fragmented market” while looking “at the portfolio with an open mind”.
This ...
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