Freightways NZ - Package Holiday Continues
We cut our earnings forecasts accordingly, implying another year of profit decline across the Group — excluding the first time benefit of Allied...
434 Views
Transport Trends - Patiently Waiting for Green Shoots to Appear
The economic cycle is weighing on the wider transport sector, accelerating the normalisation in some parts but potentially delaying it in others.
374 Views
Freightways - FY23 — Express Start from Allied
Freightways (FRW) reported a solid FY23 result but, as is usual for this increasingly diversified business, the devil is in the detail.
219 Views
Freightways - FY23 Preview — Waiting for Next Delivery
Freightways (FRW) will likely report a solid FY23 result on Monday, 21 August 2023. We expect earnings growth to be relatively subdued through 2H23...
166 Views
Transport Trends: Bare Feeling From De-Stocking
The transport industry's road to normalisation, after the disruption of the past three years, is increasingly being influenced by the deteriorating...
177 Views