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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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4 views
UPS is a value Buy for long-term investors, with margin-driven upside potential but significant execution and macro risks to monitor. Key risks include Amazon volume loss, restructuring execution, tariff headwinds, and intensifying competition from FedEx and Amazon's logistics arm. Strategic healthcare logistics expansion and aggressive cost restructuring aim to offset revenue declines and drive higher long-term margins.
