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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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,...
287 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...
236 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,...
594 Views
Port of Tauranga: Profit Growth Congested by Lower Volumes
Port of Tauranga (POT) has started FY23 slowly with trade volumes down -7% during its first quarter, though notably cycles a strong 1Q22; First...
147 Views