Professional
Added to YB: 2024-10-17
Pitch date: 2024-10-16
DSV.CO [bullish]
DSV A/S
-20.23%
current return
Author Info
No bio for this author
Company Info
DSV A/S offers freight forwarding and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific.
Market Cap
DKK 278.5B
Pitch Price
DKK 1.5K
Price Target
N/A
Dividend
0.60%
EV/EBITDA
11.39
P/E
38.74
EV/Sales
1.25
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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