Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
Denmark
/
Transportation
/
DFDS
Create a narrative
DFDS Community
CPSE:DFDS Community
3
Narratives
written by author
0
Comments
on narratives written by author
28
Fair Values set
on narratives written by author
Community Investing Ideas
DFDS
Popular
Undervalued
Overvalued
DFDS
AN
AnalystHighTarget
Community Contributor
European Cross-Border Trade, E-Commerce And Decarbonization Will Drive Logistics Transformation
Key Takeaways Accelerated margin recovery and profit growth are expected from disciplined pricing, capacity cuts, and successful restructuring, surpassing consensus expectations. Investments in green technologies and digital logistics position DFDS to capture market share and sustain higher margins amid shifting trade patterns and e-commerce growth.
View narrative
DKK 170
FV
42.6% undervalued
intrinsic discount
5.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
17 days ago
author updated this narrative
DFDS
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Mediterranean Pricing And Logistics Initiatives Will Power Future Progress
Key Takeaways Operational improvements and logistics expansion drive margin uplift, cash flow, and higher-quality revenue, boosting financial flexibility and recapturing growth potential. Sustainability initiatives and integrated offerings strengthen competitive position, meeting evolving customer demands while supporting long-term revenue and margin enhancement.
View narrative
DKK 126.33
FV
22.8% undervalued
intrinsic discount
3.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
24 days ago
author updated this narrative
DFDS
AN
AnalystLowTarget
Community Contributor
Stricter European Regulations And Mediterranean Overcapacity Will Erode Margins
Key Takeaways Strict environmental regulations and high capital needs are shrinking margins and pressuring long-term cash flow, while added labor and insurance costs deepen financial strain. Rising digitalization and automation in logistics reduce traditional service demand, leaving DFDS exposed to revenue loss, overcapacity, and greater vulnerability to market shifts.
View narrative
DKK 98
FV
0.5% undervalued
intrinsic discount
3.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 1 month ago
author updated this narrative