Transport Trends - Where's the Freight, Mate?
Imports into New Zealand have slumped over 2023 as supply chain destocking has compounded slowing domestic consumption. The latter has softened...
413 Views
Auckland Airport Placement - Well Flagged, LO Support but Still a Bit Tricky
Auckland City Council plans to sell around 4.5% of Auckland Intl Airport (AIA NZ) to fund its budget requirements for 2023-24. In this note, we...
501 Views
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...
176 Views
Port of Tauranga: 1H23 — Being Tugged Both Ways
Port of Tauranga's (POT) strong first half result demonstrated the benefit of an active pricing strategy; Management's strategic tilt to pricing,...
288 Views
Port of Tauranga (POT): 1H23 Result Initial Thoughts
Port of Tauranga (POT) has reported a strong 1H23 result with underlying NPAT of NZ$63m, up +11%, marginally above our expectations; With modest...
237 Views