Conf call redux: DSV – 'the logic still applies'
A blast
When I wrote “DSV & XPO: same same but different” on 21 March I had no choice but to flag the risks that M&A could bring to the Danish powerhouse, drawing a parallel with the US-based 3PL and its inorganic growth-led strategy. At that particular time, for very different reasons, both XPO and another behemoth stateside, CH Robinson (CHRW), had gone for damage limitation, with the former’s surge since, incidentally, helped by previous lows and financial engineering rather than material operational ...
DSV and K+N see margins squeezed hard in third quarter
Carriers may have 'overshot' on capacity and will need to blank more sailings
Using Amazon Air services 'a win-win' for 'absolutely satisfied' K+N
Freight rates on major ocean trades out of India continue to slide
MSC ship first in line for delays with Montreal dockers set for Sunday strike
Trump second term would pose a 'destructive risk to the container market'
Four arrested in Poland following claims Russia shipped explosive parcels
Comment on this article