Comment / The divide between DSV and Mærsk

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Quite naturally, all eyes are on Danish transport and logistics in the next 48 hours – with DSV and Mærsk, respectively, reporting their Q4/FY results tomorrow (4 Feb) and Thursday (5 Feb).

What to look for in their releases is just as pivotal as trying to understand how we got here with regard to animal spirits’ risk appetite.

Now

For one thing, the rise in consensus estimates supporting the DSV bull case has been astonishing over the past few weeks.

As highlighted by DeskOne, ...