Freightways: FY21 Preview — Waiting by the Door
FreightwaysFY21 Preview — Waiting by the Door OUTPERFORM We expect Freightways (FRE) will deliver a strong set of FY21 results on 23 August 2021,...
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Transport Trends: A Long Runway for Full Aviation Takeoff
Transport TrendsA Long Runway for Full Aviation Takeoff Sentiment continues to dominate fundamentals in the transport sector, particularly in...
1.2k Views
Freightways: Multi-Year Margin Opportunity in Parcels
FreightwaysMulti-Year Margin Opportunity in Parcels OUTPERFORM Freightways (FRE) remains one of our preferred NZ Inc exposures, offering a...
1k Views
Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
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Transport Trends: Looking Beyond COVID; Recovery Priced In
Transport TrendsLooking Beyond COVID; Recovery Priced In The recovery phase of the COVID-19 pandemic is well underway and likely to play out over...
615 Views