Deutsche Post AG

Deutsche Post is a mail and logistics services group. In its Mail division, Co. provides domestic and international mail and parcels and is engaged in dialogue marketing, nationwide press distribution services and the electronic services related to mail delivery. Co.'s Express division provides courier and express services to business and private customers globally. Co.'s Global Forwarding, Freight division manages the carriage of goods by rail, road, air and sea, ranging from container transport to solutions for industrial projects. Co.'s Supply Chain division provides warehousing, managed transport and services at every link in the supply chain for customers in a variety of industries.
  • Ticker555200
  • ISINDE0005552004
  • SectorIndustrial Transportation
  • CountryGermany

Analysts

DEUTSCHE POST AG sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of DEUTSCHE POST AG (DE), a company active in the Delivery Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date June 28, 2019, the closing price was EUR 28.79 and its potential was estimated at EUR 31.24.

1 director bought

A director at Deutsche Post Ag bought 5,200 shares at 26.400EUR and the significance rating of the trade was 64/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of bo...

Matthew Young

Morningstar | DPW Updated Forecasts and Estimates from 10 May 2019

Narrow-moat Deutsche Post DHL posted 4% top-line growth (for total segment revenue) in the first quarter, which didn’t deviate drastically from our expectations. While global trade has slowed this year, Express continues to post healthy volume gains, global forwarding is executing well on the pricing front, parcel Germany is enjoying e-commerce-related tailwinds, and supply chain has closed solid new business this past year. Since our midcycle revenue growth and margin assumptions remain mostly intact, we don’t expect to materially alter our EUR 28 fair value estimate. At roughly EUR 28.8, the...

Deutsche Post AG - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Deutsche Post AG - September 2017 (LTM): Peer Snapshot

Peer Snapshot:  Deutsche Post AG - September 2017 (LTM) 18 December 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE May-16 FYE May-17 LTM Aug-17

Deutsche Post AG - June 2017 (LTM): Peer Snapshot

Peer Snapshot:  Deutsche Post AG - June 2017 (LTM) 13 September 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE May-15 FYE May-16 LTM May-17

Deutsche Post AG: Annual update

CORPORATES CREDIT OPINION 11 September 2017 Update RATINGS Deutsche Post AG Domicile Germany Long Term Rating A3 Type LT Issuer Rating Outlook Stable Please see the  ratings section  at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Lorenzo Re 39-02-9148-1123

Matthew Young

Morningstar | DPW Updated Forecasts and Estimates from 10 May 2019

Narrow-moat Deutsche Post DHL posted 4% top-line growth (for total segment revenue) in the first quarter, which didn’t deviate drastically from our expectations. While global trade has slowed this year, Express continues to post healthy volume gains, global forwarding is executing well on the pricing front, parcel Germany is enjoying e-commerce-related tailwinds, and supply chain has closed solid new business this past year. Since our midcycle revenue growth and margin assumptions remain mostly intact, we don’t expect to materially alter our EUR 28 fair value estimate. At roughly EUR 28.8, the...

Matthew Young

Morningstar | 1Q Growth in DHL’s Express and Global Forwarding Units Moderate on Comps and Easing Global Trade

Narrow-moat Deutsche Post DHL posted 4% top-line growth (for total segment revenue) in the first quarter, which didn’t deviate drastically from our expectations. While global trade has slowed this year, Express continues to post healthy volume gains, global forwarding is executing well on the pricing front, parcel Germany is enjoying e-commerce-related tailwinds, and supply chain has closed solid new business this past year. Since our midcycle revenue growth and margin assumptions remain mostly intact, we don’t expect to materially alter our EUR 28 fair value estimate. At roughly EUR 28.8, the...

Matthew Young

1Q Growth in DHL’s Express and Global Forwarding Units Moderate on Comps and Easing Global Trade

Narrow-moat Deutsche Post DHL posted 4% top-line growth (for total segment revenue) in the first quarter, which didn’t deviate drastically from our expectations. While global trade has slowed this year, Express continues to post healthy volume gains, global forwarding is executing well on the pricing front, parcel Germany is enjoying e-commerce-related tailwinds, and supply chain has closed solid new business this past year. Since our midcycle revenue growth and margin assumptions remain mostly ...

Matthew Young

Morningstar | DHL's Express Unit Seeing Solid Growth; Cost Management in Focus for the Post and Parcel Segment

Deutsche Post DHL is the leading postal operator in Europe, among the top three international express package providers, and the world's largest air and ocean forwarder. Its legacy German postal operations (16% of total revenue) are facing a gradual, secular decline in demand and a restrictive regulatory environment. However, we expect growth in the DHL segments (roughly 70% of revenue) and momentum in the e-commerce/parcel division (15%)--particularly German parcel-delivery--to sufficiently offset declines in traditional mail-related activity over the long run. DHL Express is well-positioned ...

Matthew Young

DHL's Express Unit Seeing Solid Growth; Cost Management in Focus for the Post and Parcel Segment

Narrow-moat Deutsche Post DHL posted mid-single-digit year-over-year organic top-line growth in the fourth quarter (6% for full-year 2018), which wasn’t far off our expected run rate. The flagship Express division continues to generate solid volume and yield improvement, recent Global Forwarding execution gains are sticking, and Parcel Germany and Parcel Europe are capitalizing on e-commerce related tailwinds. We will be incorporating full-year 2018 financials into our model, but since our midcy...

1 director bought

A director at Deutsche Post Ag bought 5,200 shares at 26.400EUR and the significance rating of the trade was 64/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of bo...

DEUTSCHE POST AG sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of DEUTSCHE POST AG (DE), a company active in the Delivery Services industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date June 28, 2019, the closing price was EUR 28.79 and its potential was estimated at EUR 31.24.

Deutsche Post

Deutsche Post

Deutsche Post

Deutsche Post

Expert Corporate Governance Service (ECGS)

Deutsche Post - AGM 15 May 2019

General: Supervisory Board member Roland Oetker is the former President and since 2008 the Honorary President of DSW, the local partner of ECGS. This report has been prepared using standard ECGS guidelines. Item 5: PwC, Düsseldorf, is proposed as auditor for the current financial year. We have no concerns over the ratio of non-audit/audit fees. However, we note that PwC or its predecessors have audited the Company since the financial year 1995 which exceeds our maximum acceptable term of office. We therefore recommend opposing the re-election of PwC as auditor.

Deutsche Post – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Valérie GASTALDY

Analyse court terme - DEUTSCHE POST : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 27,20 €. La tendance de fond serait remise en cause en cas de franchissement de 32,20 €.

Valérie GASTALDY

Short term view - DEUTSCHE POST : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €27.20. The background trend would be questioned should prices rise above €32.20.

Valérie GASTALDY

Short term view - DEUTSCHE POST : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €27.20. The background trend would be questioned should prices rise above €32.20.

Valérie GASTALDY

Analyse court terme - DEUTSCHE POST : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 27,20 €. La tendance de fond serait remise en cause en cas de franchissement de 32,20 €.

Valérie GASTALDY

Medium term view - DEUTSCHE POST : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €27.50, then €25.37. Passing €37.26 would question the continuation of the fall.

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