DHL Global Forwarding – 'hungry for more'...cash!
Leadership in view
DHL Group’s Capital Markets Day (CMD) on Thursday 3 April is high on Premium’s agenda as well as all others in our sector.
What to expect with regard to tariffs, geopolitical risk and a “splashy Liberation Day” will be widely covered, but DHL executives will likely be challenged on other key value-drivers for shareholders.
Management recently gave guidance that looked fair, yet it’s on the finance side of things where focus will be… extraordinary corporate matters?
That’s a fair assumption.
Ahead of the event, ...
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Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Shippers snap up airfreight capacity to US ahead of tariff deadline
Looming Trump tariffs will create 'a bureaucratic monster' for Customs
Mixed response in US to 'Liberation Day', while China leads wave of retaliation
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