Transport Trends: Reverting to the Mean
The wider transport industry is normalising, albeit at different rates, after three years of extreme influences; the most negatively impacted were...
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Freightways: 1H23 — Touching the Brakes
Freightways (FRE) reported a solid 1H23 result characterised by strategic growth but margin pressure; FRE is trading at ~17x one year forward PE, a...
176 Views
Freightways (FRE): 1H23 Result Initial Thoughts
Freightways (FRE) has reported a solid 1H23 result, largely in-line with market expectations, helped by the first three months of the accretive...
279 Views
Freightways: 1H23 Preview — Allied in Resilience
Freightways (FRE) is likely to report solid earnings growth in its 1H23 result on 20 February 2023, driven by a robust first quarter (EBITA +8%),...
253 Views
Transport Trends: Nothing Normal About the Normalising
The industry is normalising, but from different angles and at a different rates: Abnormal gains in international freight are unwinding rapidly,...
595 Views