- Distribution of COVID-19 vaccines will constitute a significant part of air freighters' activities as from 2021.
- There are challenges in transportation, but Deutsche Post is prepared and should benefit financially.
- In the meantime, the German company's pricing and eCommerce strategies have been instrumental in boosting operational results (EBIT).
- Given the better outlook for 2020 and potential windfall gains for the company from vaccine distribution as from 2021, the stock is a Buy.
For further details see:
Deutsche Post: Should Play A Key Role In Vaccine Distribution