Port of Tauranga - Pricing in Pricing — Upgrade to NEUTRAL
Pricing is in vogue across Australasian ports; Port of Tauranga (POT) will likely be a beneficiary over the medium term. Historically POT has been...
432 Views
Port of Tauranga - 1H24 — Stern Declines
Port of Tauranga (POT) reported a disappointing 1H24 result, which incorporated a significant decline in profitability Management's retention of...
343 Views
Port of Tauranga - 1H24 Preview — Tough Going
POT is losing import and export container volume share to Port of Auckland, and transhipments continue to be impacted by shipping service changes...
275 Views
Equity Strategy - WACC Review; a Lower Rfr and Adding C&ESG
For the first time in three years we are moving our WACC assumptions down. This is driven by a modestly lower (-25 bps) interpolated 10-year...
380 Views
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...
480 Views