Analysis: All eyes on 2024 but already DHL smells (a lot) of break-up value
…the parts have seldom been more compelling
© Ricochet69
Six months ago, I predicted value destruction was on its way for Kuehne + Nagel, and it has turned out to be one of those rare occasions when I was right on target.
Lady Luck played a part in that call, although certain ominous signs were there for most of us to see.
The subsequent fall in K+N stock was hard to swallow for shareholders, who must feel perplexed, to say the least. Other investors in shipping circles who decided to bet ...
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