DPSGY News and Press, Deutsche Post AG ADR From 04/14/23

2023-04-14 08:00:00 ET Summary FedEx has underperformed financially, and for shareholders, for the past two decades. Now, the company has announced a restructuring plan that is more "status quo" than reinventive. Investing in FedEx's moves to be in line with peers is not a goo...

2023-04-13 02:06:24 ET Summary Deutsche Post saw a drop in EBIT across the DHL Express and DHL Global Forwarding, Freight segments for Q4 2022. However, growth on a holistic basis has continued to remain strong, and free cash flow growth has continued. I continue to take a bul...

2023-04-10 04:17:32 ET Summary Deutsche Post has shown a very impressive performance over the last 5 years with it reaching record revenue levels in FY22, driven by pandemic tailwinds. FY23 is expected to be a much more difficult year as a normalization in the freight market and c...

2023-03-29 15:05:26 ET Summary This portfolio uses historical performance and qualitative business traits to determine low-risk assets. These assets are leading their class and represent sectors that offer lower volatility. Backtesting proves that the constituents outperform t...

2023-03-10 14:27:35 ET Summary DHL is very well positioned to weather 2023 challenges. Thanks to its FCF generation, the company increased its buyback (now at €3 billion). 60% of DHL turnover is exposed to e-commerce growth and 30% versus core logistic operation. Ea...

2023-03-09 23:55:11 ET Summary Deutsche Post DHL's FY2022 results were strong overall, despite a weaker Q4 and lower FY2023 guidance. The company's free cash flow is significant and management plans to use it for acquisitions, reinvestment, dividends, and share buybacks. The buyba...

2023-03-09 19:50:20 ET Summary Deutsche Post AG published its Q4 2022 and full year 2022 numbers today and announced a dividend hike. For the full year, Deutsche Post revenue grew 15% to €94.4B while EBIT increased by 6% to €8.4B. Management made clear that Deuts...

2023-03-09 12:28:06 ET Deutsche Post AG (DPSTF) Q4 2022 Results Conference Call March 09, 2023 03:00 AM ET Company Participants Martin Ziegenbalg - Head of IR Frank Appel - CEO Melanie Kreis - Group CFO Tobias Meyer - Incoming Group CEO Conference Call ...

Summary We decided to sell our Castellum AB shares, mostly because we found another opportunity that we believe has a better risk/reward profile. There are still many things to like about the company, and it has been performing relatively well operationally, but risks have significantly...

Summary Value investors often have to compromise on the quality of the companies they invest in to get extremely attractive valuations. It is rare for a high-quality company to trade at an extremely low valuation, but it appears that is the case with Deutsche Post DHL. The company i...