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Transportation Swiss Community

Our community narratives are driven by numbers and valuation.

Flughafen Zürich

Global Air Travel Demand Will Boost Zurich And Noida Expansion

Key Takeaways Major infrastructure and international expansions, along with high-margin non-aviation growth, are set to drive earnings diversification and long-term profit resilience. Digitalization, sustainability efforts, and regulatory mechanisms support efficiency, earnings stability, and reduced reliance on any one market or revenue stream.Read more

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AN

AnalystConsensusTarget

CHF 252.12

5.0% undervalued

AnalystConsensusTarget's Fair Value

Revenue

3.91% p.a.

Profit Margin

22.32%

Future PE

25.51x

Price in 2029

CHF 277.93

Kuehne + Nagel International

E-commerce And Digital Tools Will Revolutionize Global Logistics

Key Takeaways Recent investments in automation and commercial resources enable scalable growth, margin expansion, and outperformance as demand normalizes and market consolidation favors larger digital players. Strategic moves into high-growth tech and cloud sectors, along with enhanced end-to-end solutions, position the company to capture increased logistics spend and drive multi-year profit growth.Read more

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AnalystHighTarget

CHF 208.41

14.3% undervalued

AnalystHighTarget's Fair Value

Revenue

3.16% p.a.

Profit Margin

5.38%

Future PE

18.85x

Price in 2029

CHF 235.04

Kuehne + Nagel International

KNIN: Earnings Guidance Shift And Market Conditions Will Shape Forward Outlook

Key Takeaways Expansion in high-growth sectors and market share gains are fueling sustained revenue and profit growth, supported by network and service investments. Focus on digital innovation, automation, and strategic acquisitions is enhancing efficiency, recurring revenue, and earnings stability amid evolving regulatory and sustainability demands.Read more

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AnalystConsensusTarget

CHF 159.06

12.3% overvalued

AnalystConsensusTarget's Fair Value

Revenue

0.87% p.a.

Profit Margin

4.62%

Future PE

17.92x

Price in 2029

CHF 179.23

Kuehne + Nagel International

Trade Protectionism And Digital Disruption Will Erode Freight Margins

Key Takeaways Structural market shifts and digitalization threaten core business volumes, pricing power, and long-term margins due to increased competition and evolving customer behaviors. Rising regulatory, environmental, and macroeconomic pressures heighten expenses and earnings volatility, undermining stability and future growth prospects.Read more

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AnalystLowTarget

CHF 129.72

37.8% overvalued

AnalystLowTarget's Fair Value

Revenue

-5.42% p.a.

Profit Margin

4.38%

Future PE

18.59x

Price in 2028

CHF 146.99

Recently Updated Narratives

BL

BlackGoat

Stepping Aside on Palantir

Fair Value: US$107.02 37.0% overvalued

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1

AN

andre_santos

Q2 - Valuation

Fair Value: US$437.17 1.6% undervalued

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UN

unknown

The Oncology Anchor: Why Merck’s 46% Discount Defies the Keytruda Cliff

Fair Value: US$201.56 45.3% undervalued

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Popular Narratives

OO

Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 24.4% undervalued

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AN

AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 24.5% undervalued

10.7k

1046

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AnalystConsensusTarget

AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead

Fair Value: US$295.61 19.1% undervalued

3.9k

1342

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Trending Discussion

JA

jayhcee

MPAA often has inventory and core-related timing issues. While this quarter’s problems may ease, similar issues have recurred historically and can persist for several quarters. It's not a one-off, it's a structural part of their business. Core returns are simply estimates: How many customers will actually return the original part; how quickly they'll do so; how many are useable; what they're worth, etc. MPAA predicts X sales in a quarter and Y core returns and its reserves, inventory values, etc. are based on that. If they expect a 90% core return rate and only 80% come back it doesn't change cash but they have to write down inventory and increase cost of goods sold which impacts EPS. They've also cited inventory buildup at key customers multiple times in the past. The assumption the latest backlog will all shift into future quarters this year with no impact on pricing, etc. seems more like wishful thinking. Retailer X was slated to buy $10m in parts this quarter but finds they have a lot more inventory on hand than they anticipated so they pushed the order. Realistically there are likely to be SKU cuts, reduction in safety stock on others, etc. Assuming that all $10m will come in this year plus the regular replenishment seems pretty unrealistic. MPAA also has a shaky track record when it comes to new lines and the supposed impact on business. If you look at the EV testing solutions hype back around 2020 that was supposed to diversify them beyond traditional reman and be a higher margin business that would grow with EV adoption. But it has never turned into a material contributor. The debt reduction and stock buy backs are meaningful but IMHO this narrative takes a very optimistic view of things.

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KT

If they do buy barrick ,will this accelerate price appreciation or slow it down, due to cost associated with the purchase?

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US

The problem with your reasoning is, that 37 Moz are AgEq. If you read the FS, you'll find out that annual silver production is more around 14-15 Moz. But at the time of the FS, that 37 Moz AgEq was a number that came of a formula (which is specified in the FS), being a mix of four metals: Ag, Au, Pb and Zc. But now, beginning of 2026, the spotprices of silver and gold have risen so much in comparison to Pb and Zc prices, that you need to recalculate the AgEq number of 37 Moz according to the recent prices. This will result in the fact that silver and gold hold more value in that mix of four metals, and thus dragg the 37 Moz AgEQ number down to somewhere around 18 Moz AgEq. The more valuable silver and gold become, the lower the AgEq number will get, but it'll never get under the yearly average production of silver, which should be somewhere between 14-15 Moz Ag in the first four years. So in short, with this in mind, your fair value is rather around CA$ 50, even with silver at 300 usd an ounce. But a more prudent stockprice forecast is around CA$ 20 and hopefully going toward CA$ 30. So DSV is a top stock, because it's producing actual gold every quarter. But don't put your hopes too high.

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