DHL Group: Forwarding burns cash, Supply Chain outshines the rest
Boring is good
This earnings season, in the value hunt with ’Logistics on steroids 2.0’ upon us, where to start is very simple.
Target: DHL Group
The mid-term narrative since early 2019, pre-Covid…
… now replaced by a trailing six-month correlation between DHL stock and the 10-year US Treasury yield (click to expand the table below) that leaves very little room for interpretation about…
… what is driving value. We have reached a stage where – looking for full protection in logistics – an increasing group of ...
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DHL Group: Forwarding burns cash, Supply Chain outshines the rest
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