Comment / Supply chain radar: Q1 a reality check for asset-light logistics – bring in the carriers now…

If you have followed the first-quarter (Q1) coverage of all the 3PLs (and some others) on our Premium radar, you should label it a defining moment – one of those that helps us understand why, based on current share prices, Denmark’s DSV is valuing Panalpina at ~ 68 years of earnings growth, on a trailing 2018 basis, to secure its services. 

Worst-to-best 3PLs Q1 rankings  

In absolute terms, Ceva Logistics surely topped the podium for the worst performer, with one of its most dreadful updates in ...