The analyst recommends buying DHL Group if its price drops to €38, citing its successful internationalization, growth in e-commerce logistics, and diversification into pharma. The stock is currently fairly valued but offers a potential annual return of 14% (17% at the trigger price) from earnings growth and a 4% dividend yield, outperforming US competitors over the long term.
“Wenn jetzt mal hier auf 38 € fallen sollte, was heißt erstmal was ist was jederzeit passieren kann unabhängig vom Unternehmen wäre bl die Renditeerwartung schon bei 17%.”