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...
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Mainfreight: FY23 — Speed Bump Ahead; More Fuel in Tank
Mainfreight (MFT) reported a strong FY23 result, which on the surface masked a sequential deterioration in profitability, led by Air & Ocean; In...
264 Views
Mainfreight: FY23 Result Initial Thoughts
Mainfreight (MFT) reported a strong FY23 result (PBT +20%; +15% on a constant currency basis) marginally ahead of our expectations, but a year in...
349 Views
Mainfreight: FY23 Preview — Satisfactory
Mainfreight (MFT) will report another robust full year result on 25 May 2023; we expect FY23 NPAT growth of +17% against the prior year, boosted by...
226 Views
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...
258 Views