DSV Panalpina

Supply chain radar: The next green puff – it’s your turn now

It’s a gold rush as the supply chain gets green, very green, greener than ever. Obviously, there’s top dollar involved – for all those kind souls and entrepreneurs looking to save the planet.
Background
The benefits for the borrowers are pretty obvious: diversify funding in typical project financing-style while promising they “behave environmentally”, using collateral, where it applies, to exploit cheap funding while pushing back debt maturities further out in the duration …

The post Supply...

https://theloadstar.com/supply-chain-radar-the-next-green-puff-its-your-turn-now/

Market insight: Expect more ‘capability-driven M&A, not scale’ – Part 2

This is part two of a comprehensive brainstorming with Mr Hidden Lead, a senior freight forwarding executive, who eagerly shared his valuable insight with Premium recently.
Part 1 of this conversation can be found here; what follows is based on the initial agenda shared in our previous post.
If you wish to talk to me and let Premium choose your nickname (pending your approval), please get in touch here or call me @ …

The post Market insight: Expect more ‘capability-driven M&A, not scale’ – Part 2

https://theloadstar.com/market-insight-expect-more-capability-driven-ma-not-scale-part-2/

Against the odds: Kuehne + Nagel – simply self-fulfilling prophecies

It was really, really tempting today to take another deep(er) look at vertical consolidation via a brand new “Against the odds: Kuehne + Mærsk – simply revisited” after our October 2020 “Kuehne + Mærsk – the night is still young, but…“.
Umbilical cord
Buoyant freight trades across several modes of transport are a boon for those major actors controlling the assets as much as for those controlling the client, and hence holding the relationship with the …

The post Against the odds: Kuehne + Nagel –...

https://theloadstar.com/against-the-odds-kuehne-nagel-simply-self-fulfilling-prophecies/

Supply chain radar: Rail payouts rock as logistics disappoints income hunters

We covered in detail at the end of last year the unimpressive lack of growth in income streams for two different, albeit sizeable, 3PLs in the US – illustrious CH Robinson and Expeditors.
After such a robust 2020 for them as well as all things logistics, actually, after a few bumps on the road in Q2 ’20; with the most prominent players we’ve so far been left with a bittersweet taste …

The post Supply chain radar: Rail payouts rock as logistics disappoints income hunters appeared first on The...

https://theloadstar.com/supply-chain-radar-rail-payouts-rock-as-logistics-disappoints-income-hunters/

M&A radar: Dachser + Hellmann – two birds with one stone

As rainmakers are increasingly busy making sense of pro-forma investment tie-ups in logistics, we have often thought takeover under the assumption that only the most aggressive asset-light M&A leader worldwide, DSV Panalpina ($41.5bn market cap), will soon show us where it stands.
Unintended consequences
But with the bread-and-butter deal appetite growing – as proved by several relationship-driven transactions between late 2020 and early 2021 – then the $800m freight sale to TFI International …

T...

https://theloadstar.com/ma-radar-dachser-hellmann-two-birds-with-one-stone/

M&A radar: DSV Panalpina – $5bn of added value on a nuisance

Quick and dirty: there are things that are occasionally joyful and disturbing to watch, and one of them in the past few days has been the share price action of DSV Panalpina (DSV PAN).
Which, on the day the Danish 3PL reported solid annual results last week, Wednesday 10 February, was little changed, yet as soon as the bullish M&A remarks of management were digested (the day after) started to rally …

The post M&A radar: DSV Panalpina – $5bn of added value on a nuisance appeared first on The...

https://theloadstar.com/ma-radar-dsv-panalpina-u5bn-of-added-value-on-a-nuisance/

Market Insight: Product vs sales – then vertical M&A is ‘the $1 trillion question’

I recently exchanged views on the freight forwarding business with Red Yellow Horse (RYH), a galloping executive at a top 20 global logistics services provider. A gifted pro – as it joyfully emerged through a pleasantly vibrant 46 minute  conversation – RYH shed light on a number of industry aspects, crucially including the growing tension that exists in logistics when walking the “product” vs “sales” tightrope.
Our chat took place at …

The post Market Insight: Product vs sales – then vertical...

https://theloadstar.com/market-insight-product-vs-sales-then-vertical-ma-is-the-1-trillion-question/

DSV’s appetite for M&A ‘bigger than ever’ after a strong year

DSV’s appetite for M&A is “bigger than ever” and it is “ready for new adventures” this year.
Chief executive Jens Bjørn Andersen told investors DSV would be much more active this year, with potential targets that “we are excited about”.
“In an ideal world we’d wait a little to digest Panalpina, but there is also a need to be opportunistic”, he said as DSV Panalpina announced “another strong year” with “excellent results”.
Full …

The post DSV’s appetite for M&A ‘bigger than ever’ after a strong...

https://theloadstar.com/dsvs-appetite-for-ma-bigger-than-ever-after-a-strong-year/

Market Insight: DSV Panalpina – time to call Mærsk

The day ‘United Copenhagen A/S’ reminded the logistics universe where the capital of the world actually stands, the proud captains praised their teams, talked up their achievements, rightly so, humbly asking us to prepare for more via their prepared remarks.
But yes, it happened: the Chinese stole their thunder.
1 to 1  
One, the asset-light alligator, said:

“Thanks to an extraordinary effort by our staff, we delivered excellent results across all our divisions …

The post Market Insight: DSV...

https://theloadstar.com/market-insight-dsv-panalpina-time-to-call-maersk/

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