DSV Panalpina

DSV is engaged in the provision of transport and logistics solutions. As of Dec 31 2014, Co.'s operations comprised of three business areas. The DSV Air and Sea business provides air and sea freight services and designs project solutions. The DSV Road business provides road and rail transport services including full loads, part loads and groupage. The DSV Solutions business area specializes in contract logistics, which include logistic and warehousing solutions, as well as freight management, custom clearance, order management and e-commerce solutions.
  • TickerDSV
  • ISINDK0060079531
  • ExchangeNasdaq Nordic Copenhagen
  • SectorIndustrial Transportation
  • CountryDenmark

Analysts

Expert Corporate Governance Service (ECGS)

DSV Panalpina A/S - AGM 16 March 2020

In general, DSV Panalpina (formerly DSV, see below) is in compliance with the Danish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 5.5 it is proposed to re-appoint Ms. Malou Aamund as Member of the board of directors. Although she is considered independent, ECGS has concerns over her aggregate time commitments. In view of these concerns, ECGS normally would have recommended opposition. However, considering that the proxy card does not permit this, it recommends abstention instead. ECGS notes that DSV completed the acquisition of Panalpina W...

Aksel Øverland Engebakken ...
  • Bengt Jonassen
  • Casper Blom
  • Fredrik Ivarsson
  • Haakon Amundsen
  • Jan Erik Gjerland
  • John Olaisen
  • Petter Nystrøm
  • Tobias Kaj

Talking Points - DSV Panalpina (Hold): We have arrived

Hydro (Buy) Post-results comment: Massive underperformance in tough times Additional synergies unlikely to materialise in 2020 With a bleeding heart, we downgrade to HOLD (Buy)

Casper Blom

DSV Panalpina - We have arrived

We struggle to see material upside to the share price Additional synergies unlikely to materialise in 2020 With a bleeding heart, we downgrade to HOLD (Buy)

Casper Blom

DSV Panalpina - Small Q4 beat, outlook in line with consensus

Solutions drove a small EBIT beat in the quarter We do not expect any material changes to consensus DKK 6bn share buy-back

Casper Blom

DSV Panalpina - Integrating in an uncertain world

All eyes on the integration of Panalpina Economic growth, coronavirus add to uncertainty We like DSV but do not see Q4 as a big trigger

Casper Blom

DSV Panalpina - Checking in for a general update

Conference call with IR Panalpina integration progressing as planned Solutions should improve in Q4

1 director bought

A director at DSV bought 230 shares at 94.720USD and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board members alo...

DSV PANALPINA A/S sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of DSV PANALPINA A/S (DK), a company active in the Delivery Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date November 12, 2019, the closing price was DKK 741.40 and its potential was estimated at DKK 778.47.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

MarketLine Department

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Summary Eddie Stobart Logistics Plc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Scope - Detailed information on Eddie Stobart Logistics Plc required for business and competitor intelligence needs - A study of the major internal and external factors affecting Eddie Stobart Logistics Plc in the form of a SWOT analysis - An in-depth view of the business model of Eddie Stoba...

MarketLine Department

PostNord AB - Strategy, SWOT and Corporate Finance Report

Summary PostNord AB - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights PostNord AB (PostNord) is a provider of logistics and parcel delivery services. It offers postal services to households and businesses in the Nordic region. PostNord’s major services include e-commerce, logistics, consulting, service logistics, market communication, business communication for com...

Expert Corporate Governance Service (ECGS)

DSV Panalpina A/S - AGM 16 March 2020

In general, DSV Panalpina (formerly DSV, see below) is in compliance with the Danish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 5.5 it is proposed to re-appoint Ms. Malou Aamund as Member of the board of directors. Although she is considered independent, ECGS has concerns over her aggregate time commitments. In view of these concerns, ECGS normally would have recommended opposition. However, considering that the proxy card does not permit this, it recommends abstention instead. ECGS notes that DSV completed the acquisition of Panalpina W...

Expert Corporate Governance Service (ECGS)

De Sammensluttede Vognmænd (DSV) - EGM 27 May 2019

In general, De Sammensluttede Vognmaend (DSV) is in compliance with the Danish regulations relating to the organisation and procedures of the Extraordinary General Meeting. Under ITEM 1, the board of directors seeks authorisation to issue shares in connection with the pending acquisition of Switzerland-based Panalpina Welttransport AG ("Panalpina"). In aggregate, the authority requested is limited to 30% of DSV's share capital and shareholders' pre-emptive rights may be waived. As a matter of principle, ECGS assesses capital increases for a specific purpose on a case-by-case basis. Under the ...

Expert Corporate Governance Service (ECGS)

DSV - March, 15 2019

In general, DSV is in compliance with the Danish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 5.1, it is proposed to re-appoint Mr. Kurt K. Larsen as Chairman of the board of directors. Mr. Larsen is NOT considered independent as he is a former CEO of DSV.  ECGS furthermore notes that Mr. Larsen is currently chairing the Company's  remuneration committee, which is not in accordance with its guidelines. As a consequence, ECGS normally would have recommended opposition. However, considering that the proxy card does not permit this, it recomme...

DSV – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Proxy Report - 08/03/2018

In general, DSV is in compliance with the Danish regulations relating to the organisation and procedures of the Annual General Meeting.Under ITEM 7.2, the board of directors seeks authorisation to issue shares. The authority requested is limited to 20% of the Company's share capital and thereby substantially exceeds ECGS' guidelines. ECGS recommends to vote OPPOSE. There are no further peculiarities.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Emerging Markets breakdown, avoid; MSCI ACWI falls below 200-day moving average; Be selective in Japan Global markets have deteriorated considerably since we published our June International Macro Vision last week. The MSCI EM index has decisively broken down below the 60,000 major support level we identified, which coincided with a breakdown in relative strength. We're cutting EM to underweight and recommend reducing exposure. Additionally, the MSCI ACWI ETF has broken below its 200-day MA, leading us to believe additional consolidation is likely. ACWI long-term breadth as measured by the pe...

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