Comment / Supply Chain Radar: does CEVA's Q3 update make a counterbid by DSV less likely?

French carrier CMA CGM must publish by 30 November the full details of its offer for CEVA Logistics, currently priced at CHF30 a share. So what is my take, and the feedback I have received in the past 24 hours?

CEVA’s days as a standalone, viable entity are numbered, judging by its third-quarter update released on Thursday.

In a nutshell, the firm is growing in a market where less profitable growth is harder to manage. Some DSV executives seem to agree with this ...