Swiss companies are the leaders in the supply chain providers. With the oncoming changes, we expect these 4 companies to benefit most.
ABB; TP CHF 29.-
The robotic division of ABB is globally the 2nd largest robotic item supplier. Equally, we expect the company to benefit from the trend.
Interroll; TP CHF 3’150.-
The company is manufacturing rollers, drivers, conveyors, and sorter that are used by e-commerce hubs to deliver efficiently parcels.
Kardex; TP CHF 245.-
The company has expanded into the e-commerce value chain and it is expected that Kardex will benefit from higher warehouse automation and further decentralized logistic hubs.
Kühne & Nagel, TP: 260.-
Kühne + Nagel is a global leader in freight; broad e-commerce activity should be supportive for the share price.