Report
Stefano Toffano ...
  • Wim Gille

Bpost : A chaotic 2024 on the horizon with respect to delivery services

>The current framework for the delivery of newspapers and magazines in Belgium will cease to exist as of June 2024 - As a reminder, the Belgian state organises a public tender for the right to distribute newspapers and magazines roughly every five years. The ongoing service concession (to Bpost) was recently extended for one year until the end of 2023, and discussions about a new concession for the period 2024-2028 have been ongoing. Bpost is also facing a (potential)...
Underlying
Bpost SA

Bpost is engaged in the provision of national and international mail and parcels services comprising the collection, transport, sorting and distribution of addressed and non-addressed mail, printed documents, newspapers and parcels. In addition, through its subsidiaries and business units, Co. sells a range of other products and services, including postal, parcels, banking and financial products, express delivery services, document management and related activities. Co. operates through two business units: the Mail & Retail Solutions and the Parcels & International.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stefano Toffano

Wim Gille

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