Readying for Europe's earnings season – 'it's all about guidance'
And even that needs a bit of help…
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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 ...
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