Kuehne + Nagel International AG

KNIN: XSWX (CHE)

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Kuehne+Nagel: Shares Fall on Reduced Guidance; Management Puts Greater Focus on Growth

Ben Slupecki

Mar 25, 2025

Narrow-moat Kuehne+Nagel announced its updated investment strategy in addition to its 2025 guidance at its 2025 capital markets day. Management's 2025 EBIT guidance was CHF 1.500 billion-CHF 1.750 billion, down on average from the 2024 EBIT of CHF 1.671 billion, sending shares lower in early trading. We are reducing our fair value estimate to CHF 215 from CHF 225 after updating our model with short-term and midterm guidance. Shares are currently fairly valued.

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Kuehne + Nagel International AG

Kuehne+Nagel: Shares Fall on Reduced Guidance; Management Puts Greater Focus on Growth

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