Scale or specialisation? DSV and K+N chart different paths to forwarding success
The world’s two largest freight forwarders appear to be pursuing increasingly different paths to growth. Acquisitive DSV has placed ...
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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