Viking Ironclad Age

Let’s get the DSV coin rolling with a bit of worthwhile background before deciding whether a heads or tails strategy works best for the Danish forwarder.
Two weeks ago
Tarek Sultan, Kuwait’s Agility CEO and vice chairman, said in the prepared remarks contained in the new group’s interims that for the current Agility – hence excluding Agility Global Integrated Logistics (GIL) – shareholders “we believe our best days lie ahead.”
He added, following …

The post Analysis: DSV – flipping coins after...

https://theloadstar.com/analysis-dsv-flipping-coins-after-150-days-of-extravagance/

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/

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/

After last week’s action, the usual Monday update from DSV Panapina (DSV PAN) concerning weekly buybacks was significantly less entertaining, let alone relevant, than the latest insider talk about its upcoming numbers due next Wednesday, 10 February.
Also, some of you may have read another (typically ordinary) 22 January announcement ahead of results– subject: 2020 annual report analyst conference call… “a webcast and conference call will be held at 13:00 CET” – perhaps spotting...

https://theloadstar.com/supply-chain-radar-dsv-panalpina-absolutely-beautiful/

As it keeps building its business organically, according to its CEO’s mantra, DSV Panalpina (DSV PAN) doesn’t fear facing the jury in just over a fortnight on 10 February when its fourth-quarter and annual results are due.
And while some insiders have urged me lately to talk about vertical consolidation, I have speculatively and momentarily wondered if it could cut a deal for troubled Pacific International Lines (PIL)*, hence adding heavy sea …

The post Against the odds: DSV Panalpina – fragile,...

https://theloadstar.com/against-the-odds-dsv-panalpina-fragile-treat-with-care/

Talking of things you can control while others naturally test your nerve: it was in late September, with the second Covid-19 wave still building in Europe, that DSV Panalpina (DSV PAN) stock first climbed above Dkr1,000.
That near-support line for the shares is lower than the level it enjoyed during the first trading session of the year on Monday, when it closed at Dkr1,063.5.
Its performance, somewhat surprisingly, read +4.3% yesterday against …

The post Supply chain radar: DSV Panalpina at the...

https://theloadstar.com/supply-chain-radar-dsv-panalpina-at-the-mercy-of-its-own-strategy/