Comment / Combined Kuehne & DHL GFF? A world-beating pure-play forwarder

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ID 2855528 © Hartemink | Dreamstime.com

By Alessandro Pasetti

07/11/2024

The message from Mr Market yesterday, Donald 2.0 President Day, was unequivocal: the “Trump trade” is going be a boon for domestic road freight yet, really, neither air nor ocean freight forwarding would benefit over the medium term.

How to react, planning for tough times ahead for the major asset-light logistics providers, carries particular significance for DHL Group (value: -22% YTD, at 52-week lows) and Kuehne + Nagel (-28% YTD, ditto), specifically with regard to their forwarding propositions.

To some extent too, ...

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Topics

'Trump trade' Break-up DHL Global Forwarding Kuehne + Nagel M&A radar Vertical consolidation DSV Say's Law model

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