The Panalpina Conundrum
For years, Panalpina Welttransport Holding (PWTN SW) has underperformed expectations, and investors such as Artisan and Franklin Templeton have...
688 Views
Largest Panalpina Shareholder to Other Shareholders: Get Stuffed
A bit over a week ago Klaus-Michael Kühne - chairman of the eponymous freight forwarding major Kuehne + Nagel International A (KNIN VX) showed up...
572 Views
Beleaguered Panalpina Gets An Unsolicited Takeover Offer
After investors lashed out at Panalpina Welttransport Holding (PWTN SW)'s board late last year (after years of griping by some of the top holders),...
991 Views
CEVA's Days Of Independence Appear Numbered
On October 11th, Swiss-based global supply chain management company Ceva Logistics AG (CEVA SW) rejected an unsolicited, non-binding offer...
1k Views
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
340 Views