Transport Trends - Green Shoots Yet to Germinate
The depressed economic backdrop at home and stalled recovery of inbound air travel is weighing on the sector’s psyche and financial performance.
521 Views
Port of Tauranga - FY24 — Water Under the Wharf
POT is trading at a one year forward EV/EBITDA of ~18x and PE of ~31x; it continues to trade at a modest discount to its own history on a bond rate...
293 Views
Port of Tauranga - FY24 Preview — Tide Turning
Port of Tauranga (POT ) will report a subdued FY24 result on 23 August 2024, but with likely sequential improvement evident in 2H24 compared to...
264 Views
Port of Tauranga - Slow Follower, Fast Grower—Upgrade to OUTPERFORM
Port of Tauranga's (POT) recent share price weakness presents an attractive opportunity for investors, particularly in light of the structural...
298 Views
Transport Trends - A Second Wave
Mega trends have been dictating transport sector performance over the last few years. The pandemic saw international travel halt overnight,...
385 Views