WiseTech Keeps Bull Despite Iran Drag on Global Freight -- Market Talk

Dow Jones

Apr 21

0458 GMT - WiseTech Global keeps its bull at Bell Potter despite risks facing the logistics-software developer, including those from the conflict in Iran. Analyst Chris Savage acknowledges the impact the Middle East conflict is having on global freight volumes, and also becomes more conservative on his expectations for the Australian company's recently acquired E2open supply chain management platform. Savage notes a third source of risk is that DSV moves some of its operations onto its in-house system. The net result is cuts of between 1% and 9% to annual revenue forecasts through fiscal 2028. It lowers its target price by 6.0% to A$78.75, while still justifying an unchanged buy rating. Shares are up 0.5% at A$45.70. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

April 21, 2026 00:58 ET (04:58 GMT)

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Analyst Chris Savage acknowledges the impact the Middle East conflict is having on global freight volumes, and also becomes more conservative on his expectations for the Australian company's recently acquired E2open supply chain management platform. Savage notes a third source of risk is that DSV moves some of its operations onto its in-house system. The net result is cuts of between 1% and 9% to annual revenue forecasts through fiscal 2028. It lowers its target price by 6.0% to A$78.75, while still justifying an unchanged buy rating. Shares are up 0.5% at A$45.70. (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  April 21, 2026 00:58 ET (04:58 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>WiseTech Keeps Bull Despite Iran Drag on Global Freight -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWiseTech Keeps Bull Despite Iran Drag on Global Freight -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-21 12:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0458 GMT - WiseTech Global keeps its bull at Bell Potter despite risks facing the logistics-software developer, including those from the conflict in Iran. Analyst Chris Savage acknowledges the impact the Middle East conflict is having on global freight volumes, and also becomes more conservative on his expectations for the Australian company's recently acquired E2open supply chain management platform. Savage notes a third source of risk is that DSV moves some of its operations onto its in-house system. The net result is cuts of between 1% and 9% to annual revenue forecasts through fiscal 2028. It lowers its target price by 6.0% to A$78.75, while still justifying an unchanged buy rating. Shares are up 0.5% at A$45.70. (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  April 21, 2026 00:58 ET (04:58 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":"BK7016","symbol_name":"应用软件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2629045367","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2629045367","pubTimestamp":1776747480,"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":"0458 GMT - WiseTech Global keeps its bull at Bell Potter despite risks facing the logistics-software developer, including those from the conflict in Iran. Analyst Chris Savage acknowledges the impact the Middle East conflict is having on global freight volumes, and also becomes more conservative on his expectations for the Australian company's recently acquired E2open supply chain management platform. Savage notes a third source of risk is that DSV moves some of its operations onto its in-house system. The net result is cuts of between 1% and 9% to annual revenue forecasts through fiscal 2028. It lowers its target price by 6.0% to A$78.75, while still justifying an unchanged buy rating. Shares are up 0.5% at A$45.70. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7016":"应用软件","WTC.AU":"WISETECH GLOBAL LTD","BK7503":"科技股"},"translate_title":"尽管伊朗拖累全球货运，慧思科技仍保持牛市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WTC.AU":0.9},"content_text":"0458 GMT - WiseTech Global keeps its bull at Bell Potter despite risks facing the logistics-software developer, including those from the conflict in Iran. Analyst Chris Savage acknowledges the impact the Middle East conflict is having on global freight volumes, and also becomes more conservative on his expectations for the Australian company's recently acquired E2open supply chain management platform. Savage notes a third source of risk is that DSV moves some of its operations onto its in-house system. The net result is cuts of between 1% and 9% to annual revenue forecasts through fiscal 2028. It lowers its target price by 6.0% to A$78.75, while still justifying an unchanged buy rating. Shares are up 0.5% at A$45.70. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 21, 2026 00:58 ET (04:58 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":"express","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}