Readying for Europe's earnings season – 'it's all about guidance'
And even that needs a bit of help…
© Nikita Gonin
All eyes are on the Panalpina (PAN) extraordinary general meeting taking place in Basel next Friday – some background here, here and here. But with nothing substantial coming through lately from my sources, I have developed my own theory about what could be next for the Swiss 3PL and its possible partner Agility (AGY), trying to make sense of the latest events amid a slew of conversations with my senior contacts since early January.
Mind you: we are in purely speculative territory ...
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