Deutsche Post (DHL Group)

This week central bank decisions (Fed, Bank of England, Bank of Japan) dominate market activity; the busiest capital-markets day of the quarter falls on Thursday. DHL holds a capital markets day in London on Thursday afternoon where new medium‑term targets, free cash flows and priorities between share buybacks, acquisitions and the dividend will be in focus. The event begins while markets are digesting the Fed decision and is seen as an important indicator for the protection of the dividend and the resilience of operating performance. » Więcej na deraktionaer.de

JPMorgan has rated DHL as "Overweight" and placed the stock on its "Positive Catalyst Watch", after which the share outperformed the broader market. The analyst consensus remains cautious, however, with an average target of €54.90, essentially at current levels, while an InvestingPro fair value of €61.40 indicates about 12% upside. Operationally DHL shows strength (steady EBIT and express growth, a US contract worth $10bn, 3.5% dividend), but risks persist in the form of customs refunds, volatile ocean freight rates and geopolitical factors. Key catalysts could be the quarterly results on November 5 and further analyst updates. » Więcej na de.investing.com

Two DHL executives, supervisory board member Jörg von Dosky and executive board member Hendrik Venter, have sold shares to cover tax and levy obligations from an employee share program (398 and 2,227 shares, respectively). Operationally the logistics group remains stable, and analysts stay positive: DZ Bank rates the stock as 'buy' and sees a price target of €63.00. The spin-off of the German business is viewed as improving transparency and freedom to act. Overall, the transactions are not presented as cause for concern. » Więcej na deraktionaer.de