M&A radar: Base case – DSV Panalpina, the next target of DSV Panalpina

Certain private exchanges ahead of what is arguably a defining week for the staggering stock market tale of DSV Panalpina (DSV PAN) are priceless.
What’s at stake
Play up expectations again when the interims come out next Tuesday, without acting promptly (February 10: this should ring a bell), and shareholder value is at risk.
Try to convince the rest of the T&L world and investors that you know how to play the organic …

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https://theloadstar.com/ma-radar-base-case-dsv-panalpina-the-next-target-of-dsv-panalpina/

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 …

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

Supply chain radar: DSV Panalpina – ‘absolutely beautiful’

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/

Against the odds: DSV Panalpina – fragile, treat with care

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 …

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Supply chain radar: DSV Panalpina at the mercy of its own strategy

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...

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Against the odds: DSV Panalpina – existential questioning. No big deal?

There is no simplified managerial structure worldwide that works as flawlessly as DSV Panalpina’s (DSV PAN) does in asset-light logistics…

… with a board of directors where expertise and diversity truly stand out.
Then look further down the reporting chain at the organisational chart (the “group executive committee” is here) that we disclosed when the takeover of Panalpina was done – bearing mind that more fat has been cut since the summer of 2019 …

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

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M&A radar: Catching DSV + CH Robinson – but me no buts!

“Hello my friend. How are you?”
With a bit of noise already in the background, it all started officially here a fortnight ago when a senior freight forwarder sorely challenged the seemingly unchallengeable M&A outlook in logistics.
Which, once more, doesn’t look too rosy for anybody targeting transformational deals, say $5bn-plus in enterprise value (EV), given a real paucity of viable candidates.
But dirty top dollar, naturally, can do wonders in M&A.
No longer …

The post M&A radar: Catching...

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