Analysis: The DHL bull thesis in a bear market for air/sea yields
The inner beauty
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© Nicolas Maderna
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DSV CEO Jens Lund (pictured below) was in the news last week bravely reassuring all of us deal-junkies that, after the integration of DB Schenker is done and dusted*, the Danish freight forwarder will entertain more acquisitions.
(*By way of background: Assuming closing, as stated, in Q2 25, that suggests a post-Schenker M&A timeline of whatever scale from 2027/28 onwards.)
That’s quite forward-looking, but let’s stick to the very short term here – keeping in mind that DSV’s stock today is down ...
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