COSCO SHIP HOLD

Ação

ISIN: CNE1000002J7

Ticker: 1919

CNE1000002J7

1919

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Discussão sobre 1919

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Philzy1003

@Philzy1003

1Ano·

What is your current opinion on logistics, e.g. $HLAG (-7,76%)
$1919 (-3,19%) or $KNIN (-2,13%)

Logistics is always growing in my eyes. More and more important in times of e-commerce. $KNIN (-2,13%) eig always open and ready for new innovative projects. A possible takeover of DB Schenker is also on the cards.

9 Comentários

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

1Ano

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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