I am afraid this is a quick and dirty take with no numbers at all today – thank God is Friday, as my brain and calculators can barely cope with all the different scenarios I have investigated in the past 48 hours. The key takeaway?
DSV + Panalpina is going to happen, but spare a thought for CMA CGM + CEVA.
Looking down
Just before the Panalpina bull is killed, this is a …

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Source: The Loadstar