Comment / Bernstein: 'Worry on the waves' ahead of Europe's earnings season

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After last week’s ’Farewell to arms?’ note to investors, Bernstein analysts today, 28 January, updated the market with a preview of Q4 24 numbers expectations in research headed ’Worry on the waves’.

In Europe, DSV opens the earnings season in transport and logistics on 4 February, followed by Mærsk on 6 February, then comes Kuehne + Nagel with figures on March 4, and we close with DHL Group on 6 March.

As you may recall, the German integrator is Bernstein’s “top pick ...