1Yr·

What is your current opinion on logistics, e.g. $HLAG
$1919 or $KNIN

Logistics is always growing in my eyes. More and more important in times of e-commerce. $KNIN 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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Deleted User

1Yr

Comment was deleted

Philzy1003@Philzy1003

1Yr

@Michael-official $MPCC is not a logistics company per se, but a container/ship trader. Or am I getting it wrong!

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