Transport Trends - A Second Wave
Mega trends have been dictating transport sector performance over the last few years. The pandemic saw international travel halt overnight,...
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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...
523 Views
Auckland Airport (AIA.NZ) - FY26 Result Conference Call Takeaways
Reaching the pax guidance would likely put earnings results in the top half of guidance range. Retail sales mix continues to shift towards lower...
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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...
350 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,...
680 Views