Kion: After the pre-call for Q2 numbers, a wave of target price increases. Management signaled positive order intake!
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Our plan in the TraderFox model portfolio is to hold onto the Kion stock (WKN KGX888) despite the ongoing recovery and a book gain of 30%. According to a UBS survey, spending on warehouse automation is expected to accelerate in 2026. On average, budgets are projected to increase by 5%. This is justified by technological advancements and rising labor costs. Thanks to AI, autonomous forklifts, mobile robots, shelving systems, and conveyor belts can communicate with each other, making logistics processes more efficient. Furthermore, beginning in 2026,...
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