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DFDS Community

CPSE:DFDS Community

3 Narratives written by author
0 Comments on narratives written by author
27 Fair Values set on narratives written by author

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AN

AnalystLowTarget

AnalystLowTarget

Consensus Narrative from 5 Analysts

Rising Compliance Costs And Shifting Freight Will Erode Future Margins

Key Takeaways Escalating regulatory, environmental, and energy costs threaten margins and earnings, while heavy investments in fleet upgrades put continued pressure on cash flow. Shifts in trade patterns, digital disruption, and volatile new market expansions jeopardize demand, asset utilization, and long-term profitability.

DKK 98.00

FV

18.1% overvalued

3.70%

Revenue growth p.a.

0

0

0

11 days ago

AN

AnalystHighTarget

AnalystHighTarget

Consensus Narrative from 5 Analysts

E-commerce Demand And Infrastructure Investments Will Fuel A Green Logistics Revolution

Key Takeaways Aggressive cost reductions, automation, and network optimization are set to significantly boost margins, efficiency, and cash generation as revenues recover. DFDS stands to benefit from rising demand for green, short-sea shipping, enhancing market share, pricing power, and long-term growth.

DKK 200.00

FV

42.2% undervalued

5.82%

Revenue growth p.a.

0

0

0

13 days ago

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Advancing Mediterranean And Logistics Projects Will Unlock Future Value

Key Takeaways Strategic acquisitions and network initiatives, including Mediterranean competitive improvements and Logistics Boost, aim to drive organic growth and revenue by 2025. Efforts to deleverage and optimize the balance sheet through asset disposals and pricing strategies enhance financial stability and future margins.

DKK 128.20

FV

9.8% undervalued

4.59%

Revenue growth p.a.

0

0

12

5 days ago