Professional
Added to YB: 2024-10-17
Pitch date: 2024-10-16
DSV.CO [bullish]
DSV A/S
+8.54%
current return
Author Info
No bio for this author
Company Info
DSV A/S offers transport and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific.
Market Cap
DKK 330.7B
Pitch Price
DKK 1.5K
Price Target
N/A
Dividend
0.50%
EV/EBITDA
15.37
P/E
29.94
EV/Sales
1.98
Sector
Air Freight and Logistics
Category
special_situation
Third Point New Position: DSV A/S
DSV.CO: Danish freight forwarder, 3rd largest globally. 20% EPS CAGR over 10yrs. Bidding for DB Schenker, could drive 30%+ earnings accretion. Trading at 20% discount to peers. Scale benefits, NEOM project JV to grow earnings 15% by 2028. New CEO focused on value creation. Potential 100+ DKK EPS by 2027. Significant upside.
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