Comment / Analysis: Done kidding around – Kuehne takes a page out of DSV's book

There is no denying that quarterly trading updates are currently the lesser evil in logistics, as the vertical consolidation game is significantly more attractive than short-term performance.

Even more so with Kuehne + Nagel (K+N), a bellwether 3PL for all in air and ocean freight and, to some extent, road and contract logistics (CL).

Value 

So let’s run a basic net present value calculation, and we immediately find that K+N may have nowhere to go value-wise from here*, although a re-pricing of risk ...