Comment / Analysis: K+N+GFF combination could be a sweet spot for value-hunting investors

26/07/2018

As part of my “who’s next?” series, concerning the possible corporate moves of Kuehne + Nagel (K+N), after Germany’s Hapag-Lloyd last week, I have now run the ruler over another potential acquisition target.

While the ocean carrier is attractive in terms of vertical consolidation, I looked at a very different, perhaps more compelling and transformational, proposition: what about K+N buying the freight forwarding arm of Deutsche Post-DHL, aka DP-DHL GFF?

I admit it’s a bit of a stretch, even for an M&A junkie like me, ...

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Fabian
July 27, 2018 at 11:37 am
as K&N guy making me very happy to see DGF going down and down even they are subsidized by state 🙂
its really time to have this business unit sold for DPDHL
but i would doubt that worlds largest forwarder could take over #1 in airfreight w/o problem as this would create an unbeatable forwarder

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- Ale Pasetti
  July 27, 2018 at 9:07 pm
  Thanks for your comment, Fabian. Are you referring to regulatory risk, if I may ask? Just 25% of tot air tonnes out of the tot. volumes for the top 20 in air. It’s do-able, I think.
  
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