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...
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115: Mainfreight, Ltd.
Mainfreight came on my radar thanks to Jessie Rancourt, a friend and fellow value investor, who mentioned it during a subscriber meetup a few...
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Mainfreight - 1H24 — Rebasing
Mainfreight's (MFT) 1H24 result appears weak, with profit before tax (PBT) down -42% against the prior year, but follows material overearning in FY23.
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Mainfreight - 1H24 Preview — Destock O'clock
Mainfreight (MFT) is due to report a material decline in profitability in its 1H24 result on 9 November 2023, due to unfavourable trading conditions.
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Mainfreight - Bruising
Mainfreight's (MFT) Annual Shareholder Meeting trading update was worse than feared. The magnitude of the surprise leads us to revisit our...
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