Freightways: Multi-Year Margin Opportunity in Parcels
FreightwaysMulti-Year Margin Opportunity in Parcels OUTPERFORM Freightways (FRE) remains one of our preferred NZ Inc exposures, offering a...
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Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
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Transport Trends: Looking Beyond COVID; Recovery Priced In
Transport TrendsLooking Beyond COVID; Recovery Priced In The recovery phase of the COVID-19 pandemic is well underway and likely to play out over...
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Freightways: Post More Reliant on Parcels (And Price?)
FreightwaysPost More Reliant on Parcels (and Price?) OUTPERFORM NZ Post’s (NZP) recently released six months result to December 2020 highlights...
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Freightways: 1H21 — Picked-Up and Delivered
Freightways1H21 — Picked-Up and Delivered OUTPERFORM Freightways (FRE) reported a very strong 1H21 result, highlighting its enhanced quality...
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