In defence of a 'more transparent' Kuehne + Nagel...
Into the light?
I have probably said it all earlier, on a best-effort basis, in about 200 words here on DSV’s Q2 24 interims: and it’s in those key volume figures that DSV “outshined peer Kuehne+Nagel”, to borrow a tiny bit from Bernstein’s research update out to investors today, 24 July.
But give the Danish forwarder’s figures another look and underneath the surface, there are a few other value-accretive nuggets worth highlighting – as well as other less bullish signs worth addressing, I reckon, ...
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