Supply chain radar: Why DSV ‘is going higher’ for Panalpina

February 12, 2019 Alessandro Pasetti

Several DSV insiders were vocal in the past 24 hours.
They got in touch soon after I published my usual weekly analysis on Monday, voicing their concerns about any sort of tie-up with a Ceva-like deal, essentially ruling out the possibility that DSV might scale up via M&A in contract logistics – so, again, the common thread was that DSV is 100% committed to Panalpina (PAN), although it has options.
That’s the ...

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