Timeline essential: DSV + Schenker – final deadline approaches
‘Hey love, it’s late, we keep going?’
TSLA: NOT ENOUGHBA: NEW LOW AS TENSION BUILDSGXO: SURGINGR: EASY DOES ITDSV: MOMENTUMGXO: TAKEOVER TALKXOM: DOWNGRADEAMZN: UNHARMEDEXPD: WEAKENEDPG: STEADY YIELDGM: INVESTOR DAY UPDATEBA: IT'S BAD
TSLA: NOT ENOUGHBA: NEW LOW AS TENSION BUILDSGXO: SURGINGR: EASY DOES ITDSV: MOMENTUMGXO: TAKEOVER TALKXOM: DOWNGRADEAMZN: UNHARMEDEXPD: WEAKENEDPG: STEADY YIELDGM: INVESTOR DAY UPDATEBA: IT'S BAD
PITCHBOOK writes:
Supply chain tech—which leverages data and analytics, AI and machine learning—is crucial to the transformation of the supply chain. Severe global disruptions in the last couple years revealed critical weaknesses across operations and have highlighted the need to strengthen and transform the industry, placing new urgency on stakeholders to re-evaluate their strategies.
Our latest analyst note explores the growing complexity of the supply chain due to globalization and ecommerce, and how private equity can benefit from investments in this tech sector.
Some key takeaways include:
– Global supply chains buckled under labor shortages, distortions to demand and constricted capacity of manufacturing and logistics services. Technology is crucial to strengthen their resilience by improving efficiency, flexibility and visibility.
– Private equity investors can benefit from the fragmented tech-enabled services market to drive scale and value in more established companies through additional capital, add-on acquisitions and expansion in both geography and services.
– Logistics and transportation are core subsegments of supply chain tech in which technological capabilities can drive significant long-term growth.
To download the full report, please register and click here.
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