Primer: Indonesia Kendaraan Terminal (IPCC IJ) - Sep 2025
Dominant Market Leader with Strategic Assets: IPCC is the pioneering and largest operator of specialized vehicle terminals in Indonesia,...
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Container Port Terminal Screener December 2025: Top Picks For FY26
Within container port terminal operators, we favor ICTSI (PM) and ATI (PM). With ROCE >20% and solid structural growth, we view both as high...
314 Views
Container Port Terminal Screener November 2025: Strong Structural Future Growth And Great Q3 Results
We provide updates on container port terminal companies that we believe have pricing power and are well-positioned to steadily increase earnings...
249 Views
Westports Holdings (WPRTS MK): Solid Q3 FY25 Driven By Tariff Hikes
We summarize Wesports Holdings (WPRTS MK) results for Q3 FY25. With phased tariff hikes of 30% till Jan 2027, we see ample room for margin...
204 Views
Container Port Terminal Screener October 2025: Delay of The MMC Port IPO
We provide updates on the container port terminal companies, which we believe have pricing power and are primed to steadily increase their earnings...
657 Views