Pre-earnings: Kuehne + Nagel, the 'most attractive near-term prospect'
Tick-tock tick-tock…
“Dear Mr Pasetti, have you rather thought of Geodis + DB Schenker given the France + German government connection? This could work.”
(No I hadn’t.)
Those were the respectable words last week of a wise rainmaker – nicknamed here Mr Swoop – who added that antitrust risk lowers the chances of a trade deal between DB Schenker and other major 3PLs leading the global rankings.
Meanwhile, he hinted at private equity as being one element that could change the complexity of any deal.
I ...
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Alex Lennane
email: [email protected]
mobile: +44 7879 334 389
During August 2023, please contact
Alex Whiteman
email: [email protected]
Alessandro Pasetti
email: [email protected]
mobile: +44 7402 255 512
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