Comment / Harsh lesson to Mærsk – with love from DHL

ID 33939547 © Romolo Tavani | Dreamstime.com

It may or may not be by pure coincidence that the first event to be attended by management following the release of today’s numbers by DHL Group is expected to be one – according to the available calendar disclosed by the German integrator – led by the CEO of DHL Supply Chain.

Tomorrow, the day after solid Q3 23 results (stock up +4.8% by midday GMT), it’s a Stifel Roadshow in New York.

The timing of it: super.

Particularly, really, if:

– We think ...