Conf call redux: DSV – 'the logic still applies'
A blast
The principle that mergers and acquisitions – such as the looming DSV-Panalpina tie-up – create value resembles the continued existence of fund managers, in that we all know monkeys picking random stocks would do better in most instances.
In fairness, mergers have a better track record of creating value than fund managers do, but only just, and the success of any deal depends on many factors that often are uncontrollable.
The logic of merging two companies, like DSV and Panalpina (PAN), is ...
DSV and K+N see margins squeezed hard in third quarter
Carriers may have 'overshot' on capacity and will need to blank more sailings
Using Amazon Air services 'a win-win' for 'absolutely satisfied' K+N
Freight rates on major ocean trades out of India continue to slide
MSC ship first in line for delays with Montreal dockers set for Sunday strike
Trump second term would pose a 'destructive risk to the container market'
Four arrested in Poland following claims Russia shipped explosive parcels
Comment on this article