Kuehne + Nagel, SGS Potential Beneficiaries of New U.S Tariffs -- Market Talk

Dow Jones

Feb 03, 2025

1039 GMT - Kuehne + Nagel and SGS might be potential beneficiaries of new U.S tariffs triggering supply-chain shifts in the mid term, Vontobel analyst Jean-Philippe Bertschy says in a research note. These supply-chain shifts could be triggered by the increased tariffs through pricing effects, where Holcim--among others--could also expect benefits, Bertschy says. The final outcome of this trade war is highly unpredictable with many uncertainties, such as whether the tariffs will be applied to value-added or to the total value of the product, the analyst says. Swiss companies will have to pass on the additional costs to their customers, he says. Pricing power and a strong value proposition will be crucial, Bertschy adds. SGS shares trade 2.1% lower at 86.64 Swiss francs. Kuehne + Nagel shares trade 4% lower at 199.40 Swiss francs. (nina.kienle@wsj.com)

(END) Dow Jones Newswires

February 03, 2025 05:39 ET (10:39 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2508167221"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2508167221\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2508167221?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-03 18:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2508167221","market":"sh","top_or_hot":-1,"title":"Kuehne + Nagel, SGS Potential Beneficiaries of New U.S Tariffs -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1039 GMT - Kuehne + Nagel and SGS might be potential beneficiaries of new U.S tariffs triggering supply-chain shifts in the mid term, Vontobel analyst Jean-Philippe Bertschy says in a research note. These supply-chain shifts could be triggered by the increased tariffs through pricing effects, where Holcim--among others--could also expect benefits, Bertschy says. The final outcome of this trade war is highly unpredictable with many uncertainties, such as whether the tariffs will be applied to value-added or to the total value of the product, the analyst says. Swiss companies will have to pass on the additional costs to their customers, he says. Pricing power and a strong value proposition will be crucial, Bertschy adds. SGS shares trade 2.1% lower at 86.64 Swiss francs. Kuehne + Nagel shares trade 4% lower at 199.40 Swiss francs. (nina.kienle@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 03, 2025 05:39 ET (10:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kuehne + Nagel, SGS Potential Beneficiaries of New U.S Tariffs -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKuehne + Nagel, SGS Potential Beneficiaries of New U.S Tariffs -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-03 18:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1039 GMT - Kuehne + Nagel and SGS might be potential beneficiaries of new U.S tariffs triggering supply-chain shifts in the mid term, Vontobel analyst Jean-Philippe Bertschy says in a research note. These supply-chain shifts could be triggered by the increased tariffs through pricing effects, where Holcim--among others--could also expect benefits, Bertschy says. The final outcome of this trade war is highly unpredictable with many uncertainties, such as whether the tariffs will be applied to value-added or to the total value of the product, the analyst says. Swiss companies will have to pass on the additional costs to their customers, he says. Pricing power and a strong value proposition will be crucial, Bertschy adds. SGS shares trade 2.1% lower at 86.64 Swiss francs. Kuehne + Nagel shares trade 4% lower at 199.40 Swiss francs. (nina.kienle@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 03, 2025 05:39 ET (10:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4123","symbol_name":"调查和咨询服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2508167221","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2508167221","pubTimestamp":1738579140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1039 GMT - Kuehne + Nagel and SGS might be potential beneficiaries of new U.S tariffs triggering supply-chain shifts in the mid term, Vontobel analyst Jean-Philippe Bertschy says in a research note. These supply-chain shifts could be triggered by the increased tariffs through pricing effects, where Holcim--among others--could also expect benefits, Bertschy says. The final outcome of this trade war is highly unpredictable with many uncertainties, such as whether the tariffs will be applied to value-added or to the total value of the product, the analyst says. Swiss companies will have to pass on the additional costs to their customers, he says. Pricing power and a strong value proposition will be crucial, Bertschy adds. SGS shares trade 2.1% lower at 86.64 Swiss francs. Kuehne + Nagel shares trade 4% lower at 199.40 Swiss francs. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4123":"调查和咨询服务","SGSOY":"SGS SA"},"translate_title":"Kuehne+Nagel、SGS是美国新关税的潜在受益者——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SGSOY":0.9},"content_text":"1039 GMT - Kuehne + Nagel and SGS might be potential beneficiaries of new U.S tariffs triggering supply-chain shifts in the mid term, Vontobel analyst Jean-Philippe Bertschy says in a research note. These supply-chain shifts could be triggered by the increased tariffs through pricing effects, where Holcim--among others--could also expect benefits, Bertschy says. The final outcome of this trade war is highly unpredictable with many uncertainties, such as whether the tariffs will be applied to value-added or to the total value of the product, the analyst says. Swiss companies will have to pass on the additional costs to their customers, he says. Pricing power and a strong value proposition will be crucial, Bertschy adds. SGS shares trade 2.1% lower at 86.64 Swiss francs. Kuehne + Nagel shares trade 4% lower at 199.40 Swiss francs. (nina.kienle@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 03, 2025 05:39 ET (10:39 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}