DSV, not K+N, the golden goose

Ahead of the T&L earnings season kick-off in the US today with intermodal and trucking bellwether JB Hunt, the sell-side analysts as usual put in some effort advising investors about ’how to position’ their portfolios.

Several top names high on the agenda, price targets have been cut or raised – more of the former in recent times, in fact, apart from Expeditors and Mærsk – while their recommendations have been broadly reiterated, waiting for the next event. Hopefully, one bringing a stronger-than-expected ...