Comment / Flying high with DHL

ID 21391809 © Lunamarina | Dreamstime.com

This earnings season, in the value hunt with ’Logistics on steroids 2.0’ upon us, where to start is very simple.

Target: DHL Group

The mid-term narrative since early 2019, pre-Covid…

… now replaced by a trailing six-month correlation between DHL stock and the 10-year US Treasury yield (click to expand the table below) that leaves very little room for interpretation about…

… what is driving value. We have reached a stage where – looking for full protection in logistics – an increasing group of ...