Middle East premium fades – but AI boom keeps air freight rates aloft
Air freight markets appear to be settling, with capacity largely returned to the Gulf, fuel ...
Being creative in corporate finance costs very little but takes lots of effort, so I was grateful when a sell-side note highlighting the paper value value of Deutsche Post DHL’s (DP-DHL) constituent parts landed in my inbox on Monday. That happened just a day before DP-DHL released an unexpected, preliminary trading update for the second quarter.
Background
The German powerhouse has often been talked about as one of those herre T&L beasts whose corporate tree could well look very different at some ...
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