2Sem.·

Logistics shares

As a logistics specialist, I am considering expanding this area in my portfolio.

I currently have :

$KCC (-2,45 %)
$DHL (-2,07 %)
$MPCC (-0,48 %) and a very small position $HAUTO (-0,38 %)

I am clearly in the black with all positions.

From my professional experience, I see clear potential in the sector, but I lack inspiration.

What is your top stock in the sector, or where would you like to invest?

7 Commentaires

ETF-DIY@ETF-DIY

2Sem.

$SYM is currently on my list for analysis. Not directly a freight forwarder, but logistics.
-> make supply chains for retail giants more efficient (robotic and co)

$GXO to go with the trend of outsourcing also on the list

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EugeneKrabs@Danicx13

2Sem.

$UPS $DHL in the depot
$DSV $FDX I still find interesting

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thomas@opathomas

2Sem.

My number1 is UPS $UPS

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NichtRelevant@NichtRelevant

2Sem.

I also find logistics exciting. I bought a few more shares at $MPCC this morning. 😊

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Smudo@Smudeo

2Sem.

$KNIN

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DerMartin@DerMartin

1Sem.

What impact do you think Amazon's announcement that it will also act as a "normal logistics provider" for others will have?

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Moritz@moritz95k

1Sem.

Depending on the tariffs/offers, it can be very exciting. Amazon has one of the best, if not the best, infrastructure for parcels. I can well imagine that it will stir up competition among CEP services. At the same time, in my opinion, it only makes sense if they either have excess infrastructure and want to exploit it, or use the offer to expand further.

Amazon also wants to offer customs services. It will definitely be very exciting. You should keep an eye on it.

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