Comment / Analysis: DHL Group – the bear dance 

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Value, what value?

Oh, well… 

There’s a rare diverging view on DHL Group and its prospects in the equity markets, while industry executives try cautiously to assess the current environment for the trade, downplaying downside risk for value.

On the one hand, the bulls like the soft legal restructuring that the German group is undertaking, optimistically stating that the financial/operational risk posed to Express, DHL’s chief earnings contributor, is manageable. On the other hand, one bear has turned even more bearish this week, ...