DHL rallies through the (Trump) noise – DSV and Kuehne don't
From ‘Bloody’ to ‘Blessed’ Wednesday, back to square one
ID 89111161
© Denis Moskvinov
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This is far from your usual Premium take on any interims.
In fact, a lengthy 75-minute conference call between equity analysts and DHL Group CFO Melanie Kreis was a lot more gripping than I thought it would be for one aspect other than Q2 24 numbers released today, 1 August.
(Yet expected to impact full-year numbers, read on.)
Enter* a so-called “demand surcharge”.
(*And click to expand the table above to feel the pain in the pricing matrix with regard to shipped goods with ...
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