Analysis: All eyes on 2024 but already DHL smells (a lot) of break-up value
…the parts have seldom been more compelling
© Taina Sohlman | Dreamstime.com
Corporate Germany and its financiers have never been busier: Deutsche Post-DHL last week announced a restructuring of its PeP unit; Thyssenkrupp has this month decided to spin off its shipbuilding business; and, finally, troubled lender Deutsche Bank could itself be a break-up candidate – if you believe the rumour mill.
Yet these latest news and speculation could be soon overshadowed by major corporate action which might be brewing in the secret rooms of state-owned Deutsche Bahn.
DB Schenker, the massive freight forwarder and land ...
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