Comment / Supply chain radar: As DSV flies high, Panalpina minorities question the Agility deal

Toronto Snowmobile Show - Oct 2010

All the M&A chatter, but only a little real action so far in the transport and logistics sector are proving to be a blessing for DSV. Its shares are now trading well above reasonable levels at five-month highs, despite a potential deal with Panalpina (PAN) that is less likely than in mid-February when PAN stock traded $10 lower, I reckon.

But another story has captured the imagination of many investors and trade sources in the past couple of days, which is ...