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Deutsche Post AG (DPW.DE)

XETRA - XETRA Delayed price. Currency in EUR
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31.11+0.65 (+2.13%)
At close: 05:37PM CEST

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  • T
    Tizian
    FedEx has a long history of delivering terrible Quarterly Results and thereby destroying their shareprice, but it never signalled over-all weakness in the logistics and supply chain world, in fact, analysts called the indian CEO out on the isolated weakness of his business, which has underperformed peers in a strong year. The CEO is mostly interested in getting family members into the company and into highly salaried positions, he also takes home a lot of money, when he delivers pretty low shareholder value. DPDHL keeps investing, rational acquistions are rolling in every quarter. Recently they purchased Assets in South East Asia and a few days ago a Dutch logistics company that makes 100million in revenues with good profitabilty. DHL supply chain has not seen a sizeable decline in business and demand, the new CEO Tobias Meyer has proven himself a capable man, competent in his actions and his inside-out oversight over the processes in his company. He managed the P&P department and turned it deeply profitable by deploying more automation in the right spots and being a detail-loving person with a sense for numbers. Worries are that the new head of PP Germany (a woman) may not be as competent. Obviously the biggest risk is a global recession and a deeper recession in Germany and Europe especially, but the inflation in the Eurozone and the World and DPDHL's capacity to remain profitable in such environments speaks to a tremendous management team and great execution at the tactical levels. Headwinds are overpriced in my honest opinion, this stock does not deserve to trade at less than 7 times earnings, but it is a huge value play. This is one of the few gems in global logistics, able to deploy capital almost effortlessly to gain more market share and increase revenue and profit.
  • C
    Cervoni
    Did you guys see this new trading strategy.For more info (http://hiddenwealth.tech)
  • T
    Tizian
    The beatdown is undeserved, the numbers for Q3 are going to be within expectations or potentially even better than expected due to consumer demand in Germany not cratering in e-commerce and the supply chain issues actually easing off. Fuel prices were on average not as high in Q3 as in Q2, freight costs came down as well, this should boster profits because DHL is reliant to a large extent on external freight providers. The acquisition of Hillebrand Group will also increase revenues and profit, because it was already paid for in full during Q1. Debt to asset ratio is healthy and the group can secure financing at attractive rates even in a higher rate environment. Post and Parcel i Germany itself is only 20% of the portfolio, letter demand is not going down drastically even in the current recession, in fact there is a worker shortage in the p&p business right now. All in all, the second half of 2022 will be within the realm of expectations and the dividend of 1.80 (perhaps even an increase, but I would not expect it under current macro-conditions) is secure for the current fiscal year. Again, this is selling at sub 36, a real bargain.
  • T
    Tizian
    I am pretty certain that the Earnings Report will be another strong signal for the resilience and adaptability, even in these trying times. That might send it over 40 per share.
  • R
    Robers
    Have you guys ever heard of (http://Themaxgains.tech)? The picks on there are way better than DPW.DE
  • N
    Neale
    I saw that they specialize in shipping pharmaceuticals worldwide. I assume that would include the Covid vaccine? If so wouldn’t this be a good time to invest in the company?
  • t
    tobias
    Accumulating here, absolute steal below 50 Billion market cap. Why ?- Growing revenue, free cash flow & dividend on yearly basis.- Can easily acquire smaller european logistics companies (example: BPOST or PostNL).- Will always be in business as E-Commerce & Cargo won't go away.- Trades at a low 10 PE which is cheap compared to UPS's 15 PE ratio.- Also backed by government, is actively buying back shares and has a reasonable debt ratio.PT: #$%$50+ at least
  • A
    Anonymous
    More emphasis should be put into day tradiing as it is less affected by the unpredictable nature of the market.I have made over 19 btc from day trading with Ericromerofx insights and signals in less than 4 weeks,this is one of the best medium to backup your assets incase it goes bearish. You can easily get to Ivan Patrice on 🆃🅴🅻🅴🅶🆁🅼:ericromerofx for more info
  • t
    twiggypegger
    DHL is a partner with Xi’an international which moves rail freight from China to Hamburg in 12 days. How valuable is this going to be considering the problems in Suez?
  • h
    harry74nrw
    60s coming
    Record in revenue coming
  • m
    man
    Election would not affect DHL so much.
    This is only related to Europe, so it is safe.
    The most dangerous time is Germany announced to close the door because of Wuhan Virus.
    The lowest bottom is $44.
    If the line not broken, DHL is on the rally path.
    The price is fair or under estimated, comparing with Fedex.
  • l
    loudpipes
    Nice I bought 46 shares yesterday 😃
  • T
    Tizian
    This is a really solid company, seems weird to me that there isnt more interest in it. 4.5 % yield on such a solid foundation of a company with the German state basically upholding your core business moat. A value play if Ive ever seen one.
  • m
    man
    DHL is the best shares in the end of 2020.
    The volume is low. This is underestimate.
    The lower this time, the more shares to buy.
    My target is $80-100 in Dec 2020.
    DHL is better than Fedex. Fedex is too expansive.
    DHL has transportation skill for vaccine. After election, DHL starts to go rally.
    Buy Buy Buy now!!!
  • y
    yolanda
    Hello, I would like to know the differences between Dpstf et Dpsgy . Is there any taxation that I have to take in consideration in my TSFA or my RRSP (I am Canadian). Thank you very much for your reply.
  • m
    man
    $59 $59 $59
    Earning Date is today after the market closed.
    The Estimated price of DHL is $59.
    Today the highest price is 51.3(according to Germany market, but it was delated.)

    So this is very good discount.
    Buy it immediately below $48.3.
    This is Sale for DPSGY
  • m
    man
    DHL will start high rally for two news in Nov. Watching:
    1. Germany government takes action to improve the economy.
    2. The peak of Wuhan Viruses is the end of Oct, so when the door opened again in the end of Nov.
  • m
    man
    $59. Next Tuesday, after the earning date.
    I guest $51 today, but if is still below $50.
    How cheap DHL now?
    Buy Buy Buy.
  • C
    Candy
    I’ve got nothing but time….
    One of these days I’m going to get into the ‘Good Ol’ Boyz Club!’
  • J
    Jamar
    I'd like to get in at $49, pre pandemic the chart for this company isn't appealing but maybe its a staple for dividend income?