WiseTech Faces Risks in Both Directions From DSV's Progress -- Market Talk

Dow Jones

02/05

2217 GMT - DSV's faster-than-expected integration of DBSchenker is viewed at Citi as presenting both positive and negative risks to logistics software developer WiseTech Global. Analyst Siraj Ahmed tells clients in a note that the integration two years ahead of schedule looks like a revenue tailwind for the Australian company over the next 18 months. However, he points out that DSV's greater scale means it is looking at developing its own logistics solution over time. He estimates that DSV could represent 15% of WiseTech's fiscal 2029 Ebitda. Citi has a last-published buy rating and A$109.15 target price on the stock, which is at A$51.25 ahead of the open. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 17:17 ET (22:17 GMT)

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Analyst Siraj Ahmed tells clients in a note that the integration two years ahead of schedule looks like a revenue tailwind for the Australian company over the next 18 months. However, he points out that DSV's greater scale means it is looking at developing its own logistics solution over time. He estimates that DSV could represent 15% of WiseTech's fiscal 2029 Ebitda. Citi has a last-published buy rating and A$109.15 target price on the stock, which is at A$51.25 ahead of the open. 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Analyst Siraj Ahmed tells clients in a note that the integration two years ahead of schedule looks like a revenue tailwind for the Australian company over the next 18 months. However, he points out that DSV's greater scale means it is looking at developing its own logistics solution over time. He estimates that DSV could represent 15% of WiseTech's fiscal 2029 Ebitda. Citi has a last-published buy rating and A$109.15 target price on the stock, which is at A$51.25 ahead of the open. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 04, 2026 17:17 ET (22:17 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4097","symbol_name":"系统软件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2609905319","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2609905319","pubTimestamp":1770243420,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2217 GMT - DSV's faster-than-expected integration of DBSchenker is viewed at Citi as presenting both positive and negative risks to logistics software developer WiseTech Global. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4097":"系统软件","BK7503":"科技股","LU2065732104.USD":"ALLSPRING (LUX) WF GLOBAL SMALL CAP EQUITY \"I\" (USD) ACC","BK7016":"应用软件","WTC.AU":"WISETECH GLOBAL LTD","PRGS":"Progress Software Corporation"},"translate_title":"DSV的进步给慧聪带来了双向风险——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PRGS":1.5,"WTC.AU":0.9},"content_text":"2217 GMT - DSV's faster-than-expected integration of DBSchenker is viewed at Citi as presenting both positive and negative risks to logistics software developer WiseTech Global. Analyst Siraj Ahmed tells clients in a note that the integration two years ahead of schedule looks like a revenue tailwind for the Australian company over the next 18 months. However, he points out that DSV's greater scale means it is looking at developing its own logistics solution over time. He estimates that DSV could represent 15% of WiseTech's fiscal 2029 Ebitda. Citi has a last-published buy rating and A$109.15 target price on the stock, which is at A$51.25 ahead of the open. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 04, 2026 17:17 ET (22:17 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}