Philzy1003 · 2023-12-28T19:43:16.682219Z

Was ist eure aktuelle Meinung zur Logistik, zb $HLAG $1919 oder $KNIN Logistik in meinen Augen immer im Wachsen. In Zeiten von E-Commerce immer wichtiger. $KNIN eig immer für neue Innovative Projekte offen und bereit. Eventuelle Übernahme der DB Schenker steht auch noch im Raum.

@Philzy1003

1Yr·

What is your current opinion on logistics, e.g. $HLAG (+0.1%)
$1919 (-0.03%) or $KNIN (+0.09%)

Logistics is always growing in my eyes. More and more important in times of e-commerce. $KNIN (+0.09%) eig always open and ready for new innovative projects. A possible takeover of DB Schenker is also on the cards.

9 Comments

All-in-or-nothing@All-in-or-nothing

1Yr

Basically, with the exception of $KNIN, I would not classify the companies you mentioned as belonging to the "logistics" sector. $HLAG clearly container shipping/shipping, $1919 feels like something of everything, soon to be a collection point for Chinese state holdings all over the world. And: there are certainly other potential interested parties for a possible DB Schenker takeover😉. It would also fit perfectly into $DHL 's portfolio, so let's wait and see who makes the best bid and possibly wins the deal. Experience shows that Mr. Kühne usually comes away empty-handed in deals with state involvement aus🤷🏼‍♂️😂.

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Philzy1003@Philzy1003

1Yr

@PassiveInvest Interesting view. I hadn't seen it like that before either.

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