DSV sparks rethink on freight software – but AI may pose the real challenge
When DSV revealed it was developing its own technology platform and moving away from CargoWise, ...
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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