Prologis + Mexico – all the way
Between reality and wishful thinking
Chasing nickels around dollar bills is the name of the game with DSV and Panalpina (PAN) now, with the shares of both 3PLs under significant pressure – each down ~ 4% at midday GMT – as the financial markets caught up with the hard reality that nothing has changed since yesterday – yes, nothing.
21 is Wednesday’s magic number of calls I had the pleasure to field just by lunch – which mainly centred on the insights from the story we ...
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