The 'enviable position' of carriers' balance sheets...
What the numbers suggest
Many Panalpina shareholders might stick with DSV after the acquisition of the Swiss 3PL is done and dusted and the two start trading as a combined entity under a single ticker. But I would argue that the only possible investment view for those looking to open a position in DSV in its current form, is to look elsewhere for value.
There are legal caveats – what can/cannot be said about the deal by DSV executives – and no visibility whatsoever on ...
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Resurgence of Somali pirates creates another 'danger zone' for shipping
'Slow season' and ocean network stabilisation easing pressure on rates
Bottlenecks and price hikes as airlines now avoid Iran airspace
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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