Comment / Supply chain radar: DSV - Panalpina - Agility: the vortex increases its pull

12345
By

Investors following the DSV–Panalpina–Agility story are puzzled as to what could happens next, according to a New York-based portfolio manager I spoke to yesterday, echoing similar views of traders in London.

One swallow

“Agility (AGY) could swallow Panalpina (PAN) overnight, or just take it over and leave the foundation with a minority stake. Either way it would be a good deal for both,” I was told.

I don’t think so.

While many investors still believe that Kuwait-based Agility could buy out PAN – which, in ...

Daily News from £12 / mo  ·  includes Daily News
Subscriber Access

This is a Daily News Story

For uninterrupted access, sign in, subscribe or upgrade to The Daily News. For as little as £12 / month (£100/year), we can get you into the room where the big decisions are made.

Forgot?

Comment on this article

You must be logged in to post a comment.

    Related Stories

    Topics

    Agility DSV Panalpina Supply chain radar Takeover Talk