Mainfreight - Loading Up
The global industry is now cycling the destocking event of CY22–CY23, with robust volume growth now evident in recent global sea and air freight data.
396 Views
115: Mainfreight, Ltd.
Mainfreight came on my radar thanks to Jessie Rancourt, a friend and fellow value investor, who mentioned it during a subscriber meetup a few...
350 Views
Mainfreight - Red Sea Boost to Blue Ocean Rates
The performance of Mainfreight's (MFT) Air and Ocean (A&O) operations have been on a roller-coaster over the past few years.
251 Views
Transport Trends - Green Shoots Yet to Germinate
The depressed economic backdrop at home and stalled recovery of inbound air travel is weighing on the sector’s psyche and financial performance.
439 Views
Transport Trends - Freight Expectations
The volume backdrop across the wider transport sector is generally challenged by a weak demand environment, though pockets of positive activity are...
303 Views