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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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,...
672 Views
Transport Trends: Mixed Bag
The post-pandemic world is a mixed bag for the transport sector: aviation is enjoying an expected and much needed resurgence; global airfreight...
383 Views
Air New Zealand - Lower Flight Path
The strong bounce in Air New Zealand's (AIR) post-COVID earnings is subsiding. FY24 earnings are likely to be materially lower than FY23. The...
287 Views
Air New Zealand - FY23 — Steep Ascent, Descending to Lower Altitude
The airline's financial backdrop is slowly moving towards the new norm where both costs and yields are materially higher than pre-COVID levels.
564 Views