WiseTech Bull Sees Little Tariff Risk in FY25 -- Market Talk

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0119 GMT - WiseTech's bull at Citi sees limited risk to the logistics-software provider from freight forwarders' recent results. Analyst Siraj Ahmed tells clients in a note that updates from DSV, DHL and Kuehne & Nagel point to stable industry volumes in the March quarter, with some pull forward benefits from U.S. tariffs, especially for electronics goods. With lower China-U.S. volumes in April offset by increased volumes in other channels,Ahmed sees no material tariff impact on Wisetech's fiscal 2026 performance. There is some revenue risk in fiscal 2026 from a global slowdown, but lower costs could help offset this, he adds. Citi has a buy rating and A$115.00 target price on the stock, which is up 5.0% at A$92.98. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

April 30, 2025 21:19 ET (01:19 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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Analyst Siraj Ahmed tells clients in a note that updates from DSV, DHL and Kuehne &amp; Nagel point to stable industry volumes in the March quarter, with some pull forward benefits from U.S. tariffs, especially for electronics goods. With lower China-U.S. volumes in April offset by increased volumes in other channels,Ahmed sees no material tariff impact on Wisetech's fiscal 2026 performance. There is some revenue risk in fiscal 2026 from a global slowdown, but lower costs could help offset this, he adds. Citi has a buy rating and A$115.00 target price on the stock, which is up 5.0% at A$92.98. 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Analyst Siraj Ahmed tells clients in a note that updates from DSV, DHL and Kuehne &amp; Nagel point to stable industry volumes in the March quarter, with some pull forward benefits from U.S. tariffs, especially for electronics goods. With lower China-U.S. volumes in April offset by increased volumes in other channels,Ahmed sees no material tariff impact on Wisetech's fiscal 2026 performance. There is some revenue risk in fiscal 2026 from a global slowdown, but lower costs could help offset this, he adds. Citi has a buy rating and A$115.00 target price on the stock, which is up 5.0% at A$92.98. 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Analyst Siraj Ahmed tells clients in a note that updates from DSV, DHL and Kuehne & Nagel point to stable industry volumes in the March quarter, with some pull forward benefits from U.S. tariffs, especially for electronics goods. With lower China-U.S. volumes in April offset by increased volumes in other channels,Ahmed sees no material tariff impact on Wisetech's fiscal 2026 performance. There is some revenue risk in fiscal 2026 from a global slowdown, but lower costs could help offset this, he adds. Citi has a buy rating and A$115.00 target price on the stock, which is up 5.0% at A$92.98. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"WTC.AU":"WISETECH GLOBAL LTD","BK7016":"应用软件","BK7503":"科技股"},"translate_title":"WiseTech牛市认为2025财年关税风险很小——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WTC.AU":0.9},"content_text":"0119 GMT - WiseTech's bull at Citi sees limited risk to the logistics-software provider from freight forwarders' recent results. Analyst Siraj Ahmed tells clients in a note that updates from DSV, DHL and Kuehne & Nagel point to stable industry volumes in the March quarter, with some pull forward benefits from U.S. tariffs, especially for electronics goods. With lower China-U.S. volumes in April offset by increased volumes in other channels,Ahmed sees no material tariff impact on Wisetech's fiscal 2026 performance. There is some revenue risk in fiscal 2026 from a global slowdown, but lower costs could help offset this, he adds. Citi has a buy rating and A$115.00 target price on the stock, which is up 5.0% at A$92.98. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 30, 2025 21:19 ET (01:19 GMT)\n\n\n  Copyright (c) 2025 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,"code":"91000000","status":"200"}}}