Supply chain radar: Radio silence on the DSV & Panalpina affair excites the hedge funds

February 12, 2019 Alessandro Pasetti

It all started last Thursday when unimpressive DSV 2018 results hit the wires.
So, here are some key bits of a protracted exchange that ended only yesterday with Mr Arbitrageur, who has helped me track the latest M&A developments in the transport and logistics space since the Ceva – CMA CGM – DSV story unfolded in late 2018.
We discussed the latest implications of radio silence from DSV and Panalpina, and what ...

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