Comment / ANALYSIS - The possible benefits of a partial tie-up between Kuehne + Nagel and Panalpina

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 ...