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<blockquote data-quote="Catatonic" data-source="post: 945044" data-attributes="member: 7966"><p>Interesting follow up on this aspect of the UPS business model:</p><p></p><p><strong>UPS Shareholders Should Applaud The Acquisition Of TNT</strong></p><p></p><p style="margin-left: 20px"> <a href="http://seekingalpha.com/article/392911-ups-shareholders-should-applaud-the-acquisition-of-tnt" target="_blank"><strong>UPS Shareholders Should Applaud The Acquisition Of TNT - Seeking Alpha</strong></a></p> <p style="margin-left: 20px"></p> <p style="margin-left: 20px">UPS shareholders should applaud the deal if it is able to buy TNT at 9 euros. The valuation is about 0.7 times annual revenues vs. a multiple of 1.4 times for UPS. Furthermore, annual synergies in the range of $400 million per year could be expected.</p> <p style="margin-left: 20px"></p> <p style="margin-left: 20px">From a strategic point of view, UPS has a one-time chance to expand its European market share from 7.7% to 17.3%, making it a close competitor of German DHL which has a market share of 17.6%</p> <p style="margin-left: 20px"></p> <p style="margin-left: 20px">It would create a duopoly in Europe, as Fedex has a mere 3.3% market share in Europe.</p> <p style="margin-left: 20px"></p></blockquote><p></p>
[QUOTE="Catatonic, post: 945044, member: 7966"] Interesting follow up on this aspect of the UPS business model: [B]UPS Shareholders Should Applaud The Acquisition Of TNT[/B] [INDENT] [URL="http://seekingalpha.com/article/392911-ups-shareholders-should-applaud-the-acquisition-of-tnt"][B]UPS Shareholders Should Applaud The Acquisition Of TNT - Seeking Alpha[/B][/URL] UPS shareholders should applaud the deal if it is able to buy TNT at 9 euros. The valuation is about 0.7 times annual revenues vs. a multiple of 1.4 times for UPS. Furthermore, annual synergies in the range of $400 million per year could be expected. From a strategic point of view, UPS has a one-time chance to expand its European market share from 7.7% to 17.3%, making it a close competitor of German DHL which has a market share of 17.6% It would create a duopoly in Europe, as Fedex has a mere 3.3% market share in Europe. [/INDENT] [/QUOTE]
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