Analysis: Deutsche Post DHL shareholders losing faith? Forwarding arm may have to go after all

Dr Frank Appel presents DP-DHL's annual results on 9 March

“Our ‘Strategy 2020: Focus. Connect. Grow’ underscores Deutsche Post DHL Group’s goal of becoming the company that defines the logistics industry.” – Deutsche Post DHL’s 2015 annual results.

Those familiar with Deutsche Post DHL know that ambition and big claims are embedded in its DNA, but after a year of underachievement, are shareholders on the verge of losing faith in its management team?

“Big mistakes have been made, and hope is slowly fading away,” a London-based portfolio manager, who has shorted DP-DHL ...