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

DSV PANALPINA A/S sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DSV PANALPINA A/S (DK), active in the Delivery Services industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date March 31, 2020, the closing price was DKK 618.20 and its target price was estimated at DKK 547.85.

Casper Blom

DSV Panalpina - The right business model for a downturn

Volumes are hit hard right now A “financial crisis” scenario is not unlikely Asset light model will protect earnings – BUY

André Thormann ...
  • Casper Blom
  • Jesper Birch-Jensen
  • Petter Nystrøm
  • Rickard Anderkrans

Talking Points - DSV Panalpina (Buy): A golden opportunity

Fjordkraft (Buy) Preview of results: A second chance Estimates down another notch, but valuation is attractive Up to BUY (Hold), TP DKK 625 (660)

Casper Blom

DSV Panalpina - A golden opportunity

Quality at a discount Estimates down another notch, but valuation is attractive Up to BUY (Hold), TP DKK 625 (660)

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...

DSV PANALPINA A/S sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DSV PANALPINA A/S (DK), active in the Delivery Services industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date March 31, 2020, the closing price was DKK 618.20 and its target price was estimated at DKK 547.85.

Casper Blom

DSV Panalpina - The right business model for a downturn

Volumes are hit hard right now A “financial crisis” scenario is not unlikely Asset light model will protect earnings – BUY

André Thormann ...
  • Casper Blom
  • Jesper Birch-Jensen
  • Petter Nystrøm
  • Rickard Anderkrans

Talking Points - DSV Panalpina (Buy): A golden opportunity

Fjordkraft (Buy) Preview of results: A second chance Estimates down another notch, but valuation is attractive Up to BUY (Hold), TP DKK 625 (660)

Casper Blom

DSV Panalpina - A golden opportunity

Quality at a discount Estimates down another notch, but valuation is attractive Up to BUY (Hold), TP DKK 625 (660)

Casper Blom ...
  • Jannick Lindegaard Denholt
  • Karl Bokvist

Talking Points - DSV Panalpina (Hold): Who knows where this is heading?

We lower our EBIT estimates by 5% Reiterate HOLD, TP down to DKK 660 (DKK 820)

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...

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.

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