DHL rockets – but time ‘for Global Forwarding to catch up with DSV’
…and Schenker dilution might just help
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 ...
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