TH
The Loadstar
34d
Breaking up DSV and Kuehne is hard to do. However…
I have talked to quite a few investors and trade sources in recent weeks, looking for consensus about DSV’s existential crisis as well as Kuehne + Nagel’s temporary rebound on the stock market and leadership, or lack thereof in the post-KMK world. Reality With that in mind. “Am I going to pay 25x forward earnings for Kuehne + Nagel [K+N] rather than less than 20x for DSV!?!!”, one investor, call Read full article →
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