Comment / DHL Group – break-up talk ahead of investor day

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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, ...