Pre-earnings: Kuehne + Nagel, the 'most attractive near-term prospect'
Tick-tock tick-tock…
Barely a day goes by that – one way or another – contract logistics (CL) demands our attention, and in increasingly less speculative ways.
Whether the CL proposition will also stand on its own two feet at whopping multiples as a separate, listed operating entity, we’ll find out in a few months or so from now, as a benchmark deal is being prepped.
It’s a balancing act between steep projected growth alongside expanding margins mainly thanks to operating leverage, as CL is ...
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Alex Lennane
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During August 2023, please contact
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Alessandro Pasetti
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