Mr Joy's round-up – make your play in the Game of Logistics
Time to hit it out of the park… or cop a hospital pass
Cash-rich Kerry Logistics is one of the most fascinating names in the 3PL arena.
Lately, there has been a series of rumours concerning its management team reshuffle in Europe; the assets it plans to monetise in Asia via spin-offs or other extraordinary corporate activity, preferably with the help of the public markets; and finally a deal-making strategy that could make it grow at a faster clip than in the past, boosting its current $2.9bn market cap.
Those who are familiar with the track ...
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