2nd UPDATE: Deutsche Post 1Q Net Jumps; Volume Drop Steadies
21 April 2009 - 9:32PM
Dow Jones News
Postal and logistics giant Deutsche Post AG (DPW.XE) Tuesday
said first-quarter net profit soared on a higher valuation of put
options on Deutsche Postbank AG (DPB.XE) shares and signaled volume
declines had stabilized.
The former state monopoly said volume continued to shrink for
all products and across all divisions in the first quarter from the
fourth quarter of 2008, but the rate of contraction had stabilized,
"suggesting that overall flows are bottoming out."
The comments came in a preview of first-quarter results, which
are due May 6. It offered few details.
The economic slowdown caused consumer spending to slump and
sapped demand for consumer goods, which put the mail and logistics
sectors under pressure as shipping volumes fell.
Deutsche Post, one of the world's largest mail and logistics
companies, said net profit jumped to nearly EUR1 billion from
EUR382 million a year earlier. It cited the higher market valuation
of put options on Postbank shares, among other things. A put is an
option to sell a security at a specified price, usually within a
limited period.
Deutsche Post, which competes with the likes of TNT NV (TNT.AE),
FedEx Corp. (FDX) and United Parcel Service Inc. (UPS), is selling
its majority stake in Deutsche Postbank and held a 39.5% stake as
of March 6.
The Bonn, Germany-based company said reported earnings before
interest and tax, or EBIT, were slightly positive in the January to
March period, despite significant restructuring costs. Adjusted
EBIT fell less than 50% in the quarter, it added, after EBIT
reached EUR539 million a year earlier.
Merck Finck analyst Robert Heberger said EBIT and net profit
were worse than expected, adding the statement wasn't easy to
assess due to accounting changes.
The company continued its EUR1 billion cost-cutting plan, which
helped to partly offset the volume declines.
All its Express operations outside the U.S. were profitable and
all other divisions reported positive EBIT and adjusted EBIT. The
company in November announced it would exit a large part of its DHL
operations in the U.S. and book restructuring costs of about EUR3
billion mainly due to changes in its U.S. operations.
UPS and Deutsche Post last week ended talks to start a
partnership that would have had UPS air-carry some DHL parcels in
the U.S.
The mail unit was unable to mitigate the lower volume, which
fell about 5% on the year. The drop was due to digitalization,
increasing competition and higher wage expenses and couldn't be
offset by one more working day than the same period a year earlier.
The company last month said it would invest EUR420 million in its
mail business and purchase 385 new mail sorting machines by
2012.
At 1030 GMT, Deutsche Post shares traded down 1.5% at EUR9.22 in
a broadly higher market. The shares have shed over 50% of their
value in the past 12 months while the Dow Jones Euro Stoxx
Industrial Goods & Services index fell just over 40%.
Company Web site: www.dp-dhl.com
-By Hilde Arends, Dow Jones Newswires; +49 69 29725 506; hilde.arends@dowjones.com