Peek through 'the veil of ignorance' with DSV, DHL, K+N & Mærsk
Spot the outcome, if you can
Many Panalpina shareholders might stick with DSV after the acquisition of the Swiss 3PL is done and dusted and the two start trading as a combined entity under a single ticker. But I would argue that the only possible investment view for those looking to open a position in DSV in its current form, is to look elsewhere for value.
There are legal caveats – what can/cannot be said about the deal by DSV executives – and no visibility whatsoever on ...
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