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February 12, 2026

Analyses

A Hidden Logistics company, Trading at a Deep Discount

The original rationale behind this logistics specialist’s spin-off was crystal clear: by separating the company from its parent group, the market would finally recognize the true value of this fast-growing logistics powerhouse. The opposite happened. While the business continued to grow year after year and excelled in extensive automation and AI-driven logistics infrastructure, its valuation lagged.

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