1Sem.
At a pe of 13.2, dhl is a steal. Certainly given the great business outlook. The only thing dragging it down is the letters, but it's being replaced by the more profitable constantly increasing package business.
Why do you want to dump the share with such a long investment time Horizont?
Why do you want to dump the share with such a long investment time Horizont?
•
11
•
1Sem.
@Waldo to go into better investments :)
No but I think I will buy more of it this week, I just don’t like the fact that they have that much workers and a huge amount of costs
No but I think I will buy more of it this week, I just don’t like the fact that they have that much workers and a huge amount of costs
•
11
•1Sem.
@Waldo you are invested?
••
1Sem.
@User03 yes, in the minus now but just topped again at 35 and have a limit order again at 34. Total position is not that large at 4k. I see it as a more stable position hedging against riskier tech shares and crypto.
•
11
•1Sem.
Main issue dragging it down, is debt. Given stubborn inflation, there is a risk the downward trend on interest rates won't persist.
••
1Sem.
@Waldo okay 👍🏻
••