DeWalt schreef op 21 december 2021 11:34:
Van ander forum lid geplukt hier op IEX, zeg maar de communicatie aan grotere klanten van ING
----------------
POSTNL - vanochtend de positie fors uitgebreid
"Parcel volume update peak season and into 2022 , lockdown NL likely drives record volumes "
- we feel confident that PNL will be able to reach its FY21 guidance and perhaps at the high-end of the range ( EBIT range 280-310 mio)
- as the lockdown extends well into January , we also see support for parcel volumes in Q1-22
the shares have been crunched lately
we believe that earnings momentum is reversing to positive on very low valuation and highly attractive double digit yield
outcome Positive
BUY TP 5.15