Stock market reaction

Snapshot: DSV – the ‘M&A value’ evaporates

Value, what value?
As if the week didn’t already get off on the wrong foot for DSV shareholders, with another weekly buyback announcement highlighting the trouble that purchasing stock when the market moves against you can turn out to be…
… there was mild encouragement from the average transaction price sourced from Tab.1 above on Monday: at Dkr1,476 a share, it was (almost perfectly) bang in the middle of the Dkr1,350-1,550 support-resistance …

The post Snapshot: DSV – the ‘M&A value’ evaporates

https://theloadstar.com/snapshot-dsv-the-ma-value-evaporates/

Against the odds: How cool – DSV a Nasdaq proxy, Mærsk mimics Treasury yields

We need hard, incremental evidence to draw a necessary line between causation and correlation regarding what is to follow in today’s musings – the two can exist at the same time of course, but while causation explicitly denotes a relationship whereby one event is the cause of another; correlation simply implies there is a relationship between two events, and the actual dynamic of that requires further investigation.
And this week’s action …

The post Against the odds: How cool – DSV a Nasdaq...

https://theloadstar.com/against-the-odds-how-cool-dsv-a-nasdaq-proxy-maersk-mimics-treasury-yields/

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/

Snapshot: Mainfreight – beyond rational now?

There hasn’t been any update since mid-December from New Zealand’s Mainfreight, but nonetheless its value on the stock exchange reached yet another record high on 31 December: NZ$70 apiece.
For an implied market cap of US$4.93bn.
Which, in a nutshell, implies what exactly on a relative/fundamental basis?
For one thing, the increasingly growing forward disconnect between value and yield – one, respectively, too high the other too low? Pass, this is a high-quality …

The post Snapshot: Mainfreight...

https://theloadstar.com/snapshot-mainfreight-beyond-rational-now/

Supply chain radar: Mainfreight quietly rocks

Here’s a quick and dirty update for New Zealand’s Mainfreight. During today’s trading session, its stock hit another record high of NZ$63.
Brilliant – even more so for us when you consider what follows.
Keeping momentum while most 3PLs struggle to hang close to previous highs, the company softly updated the market on Monday via its December newsletter…
… which thankfully can be found here – it’s always good to read/learn more about …

The post Supply chain radar: Mainfreight quietly rocks...

https://theloadstar.com/supply-chain-radar-mainfreight-quietly-rocks/

Monday rant: Why DSV & DP DHL, ‘unexpectedly’ and shamelessly, raise the bar high

Picking the right fights is a hard thing to do, but some are so obvious that even my nine-year-old boy, Matteo, would know where to look.
Hence briefly today, let’s touch upon one the most disturbing aspects of logistics wonderland. That is, if you do well, reeeaaally well, mainly thanks to a planet on the brink of a healthcare disaster in so many spots – you must tell everybody everything about …

The post Monday rant: Why DSV & DP DHL, ‘unexpectedly’ and shamelessly, raise the bar high appeared...

https://theloadstar.com/monday-rant-why-dsv-dp-dhl-unexpectedly-and-shamelessly-raise-the-bar-high/

Snapshot: DSV Panalpina shoots the Dkr1,000 rapids, more white water to come

And so another milestone was achieved today in early trade by Denmark’s DSV Panalpina (DSV PAN): Dkr1,000 a share.
Flying 
You read it in the key stats section of the FT: “DSV Panalpina A/S (DSV:CPH) set a new 52-week high during today’s trading session when it reached 1,003.50. Over this period, the share price is up 53.43%.” The shares later hit Dkr1,007.
Other snappy information is contained in the table below (Tab 1), …

The post Snapshot: DSV Panalpina shoots the Dkr1,000 rapids, more white...

https://theloadstar.com/snapshot-dsv-panalpina-shoots-the-dkr1000-rapids-more-white-water-to-come/

Snapshot: In Kuehne + Nagel we trust

On 10 September, Swiss 3PL Kuehne + Nagel (K+N) announced that “with the opening of airside pharma & healthcare hubs in Brussels, Belgium, and Johannesburg, South Africa,” it “adds two strategic elements to its global GxP-certified network of temperature-controlled facilities for the distribution of vaccines and other pharma & healthcare products.”
This in a world where vaccine prototypes may or may not work and where air is tight and must be …

The post Snapshot: In Kuehne + Nagel we trust...

https://theloadstar.com/snapshot-in-kuehne-nagel-we-trust/

+ More