KIGRY News and Press, Kion Group AG ADR From 02/10/23

Summary Sometimes it seems I'm shouting myself hoarse trying to convince people that a company is undervalued, even a European one. At times, vindication and recovery and alpha may take years, but when it does come, it typically comes with a vengeance. KION has started its recovery ...

Summary Cognex has been hammered by a sharp decline in its logistics business, as Amazon has shifted from "investment" to "digestion" with its distribution capex. Logistics revenue will likely see another double-digit drop in 2023, and Cognex's other two major markets - autos and consum...

Summary KION has been a company under significant pressure this year, and that pressure is unlikely to abate in the near term. I reviewed the company a few months back. I'm publishing a new review here, with new information included in the thesis to show you why I consider this a ...

Summary International markets faced headwinds as slowing economic growth and hawkish monetary policy by central banks stoked investor fears of a possible global recession. The Strategy outperformed its benchmark, as high-quality stocks in the materials and industrials sectors over...

Summary I wrote about KION some time ago and initiated a position on what I viewed as an undervalued, quality business with a significant upside. Since my last article, things have obviously changed - and this has influenced my thesis and the company as well. Upside remains - ...

International markets faced pressure during the quarter as efforts to tame inflation by monetary policy tightening resulted in valuation declines and elevated fears of a recession. We remain overweight Europe and its high-quality companies but continue to find compelling opportunities...

In this article, we'll take a look at the KION Group, a multinational business in the materials handling equipment. KION's principal products are solutions for intralogistical, warehouse automation and industrial movement challenges (such as Forklifts). The company is 16 years old. ...

I feel like the time for me has come to write another portfolio strategy article, and remind readers, subscribers, followers and investors of what I believe to be important. When the market is rocking the boat, people have a tendency, because of fear and uncertainty, to abandon their ...

The following slide deck was published by KION GROUP AG in conjunction with this event. For further details see: Kion (KIGRY) Investor Presentation - Slideshow'

KION GROUP AG (KIGRY) Q1 2022 Earnings Conference Call April 28, 2022, 09:00 AM ET Company Participants Rob Smith - CEO Conference Call Participants Akash Gupta - JPMorgan George Featherstone - Bank of America Sven Weier - UBS Will Turner - Goldman Sachs Gael De-Bray - Deutsche Bank Sebastian...