ID 477216545
© Oleg Doroshenko
| Dreamstime.com
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 him Mr C*, chuckled in a recent video call. When his body language …