Mainfreight: 1H20 Preview — Mixed Expectations
Mainfreight 1H20 Preview — Mixed Expectations Mainfreight (MFT) will report robust earnings growth in its 1H20 result on 13 November 2019, in our...
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Mainfreight: Cyclical Gear Change
Mainfreight Cyclical Gear Change Mainfreight’s (MFT) successful structural growth profile is not immune to cyclical downturns; after a phase of...
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Transport Trends: Applying the Brakes
Transport Trends Applying the Brakes Anecdotal feedback and industry data support a broader softening of freight and passenger demand. The near...
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Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
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Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
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