Transport Trends - Where's the Freight, Mate?
Imports into New Zealand have slumped over 2023 as supply chain destocking has compounded slowing domestic consumption. The latter has softened...
523 Views
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...
350 Views
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,...
680 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...
392 Views
Port of Tauranga Pricing in Aft and to the Fore, Rating Amidship
We downgrade Port of Tauranga (POT) to NEUTRAL from OUTPERFORM given recent share price strength and an apparently softer volume backdrop through...
103 Views