On the wires: Beyond Hapag-Lloyd's luxurious interims
Disruption is a boon. And then some…
“The Capital Markets Day on Oct 1st will look beyond Strategy 2020 – we anticipate ebit increasing up to €5.5bn by FY22e, implying CAGR ebit growth of c6% p.a., driven by 8% for DHL and P&P stable. The key value drivers include e-commerce resilience, parcel price increases, new P&P pay deal, Amazon insourcing, postal act amendments, B2C-driven TDI [international time-definite delivery business] growth and Express margin potential, DGF IT roll-out & turnaround, Supply Chain automation & innovation & the sale of ...
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M&A radar: MSC (vs Mærsk) – a bit Amazon, a bit UPS. With an eye on Schenker...
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