Analysis: The DHL bull thesis in a bear market for air/sea yields
The inner beauty
For those of you who are not that close to stock market matters, kindly skip immediately to the second part of today’s coverage concerning the likely operational impact of ’corporate staff risk’ tied to the Danish takeover of Schenker.
Smell the blood read-across
To get a feeling for how sensitive the shares of DSV are to any “insight” at the moment, I’d just flag here that yesterday, 24 September, while DHL Group CEO Tobias Meyer answered a question from a sell-side analyst ...
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