WiseTech's e2open Synergies Estimate Looks Conservative -- Market Talk

Dow Jones
2025/07/21

0459 GMT - WiseTech Global's estimate that it can generate US$50 million of synergies from its acquisition of e2open looks conservative to Jefferies analyst Roger Samuel. He points out that e2open managed to reduce costs by US$30 million following its own earlier acquisition of INTTRA. Samuel tells clients in a note that he also sees potential for revenue synergies, with several e2open products likely to appeal to the logistics software provider's existing customers. The reverse is also true, he adds. Samuel says that discussions with former senior e2open executives have increased his conviction in the merits of combining the companies. Jefferies lifts its target price by 21% and keeps a buy rating on the stock, which is up 0.9% at A$116.19. (stuart.condie@wsj.com)

 

(END) Dow Jones Newswires

July 21, 2025 00:59 ET (04:59 GMT)

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

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10