Transport Trends: The Biggest Black Swan
Transport Trends The Biggest Black Swan COVID-19 has, and will continue to, impact all transport sector players to varying degrees; the near term...
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Mainfreight: Q4 Peer Read-Through — Margins Robust Despite Revenue Decline
Mainfreight Q4 Peer Read-through — Margins Robust Despite Revenue Decline NEUTRAL Fourth quarter earnings results from Mainfreight's (MFT) key...
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Equity Strategy: Coronavirus — Impacts and Consequences
Equity Strategy Coronavirus — Impacts and Consequences The coronavirus outbreak continues to gain momentum with the number of new cases growing...
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Transport Trends: Growth Inflection Point
Transport Trends Growth Inflection Point The demand picture for freight and passenger services has stabilised following several quarters of...
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Transport Sector: Counting Carbon Emissions
Transport Sector Counting Carbon Emissions The New Zealand transport sector accounts for ~20% of New Zealand’s emissions profile, however, the...
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