Conf call redux: does Kuehne + Nagel know its toys from its teus?
Yo bro, where’s the growth?
Rather unexpectedly, I have found myself considering the provocative idea of a merger or some sort of corporate activity leading to deeper ties between Kuehne + Nagel (Sfr18bn market cap) and Panalpina (Sfr3bn).
Option A/B
Of course, the aim of a combined entity – on paper, this is the less likely option A – would be to create stronger dividend machine and a more predictable income growth story for their investors, who can hardly be pleased with the way things have gone ...
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Comment on this article
Kyle Stone
July 17, 2018 at 4:38 pmInteresting take on the freight industry, would like to see how a merger like this would impact the market.
Ale Pasetti
July 18, 2018 at 2:04 pmThanks, Kyle!