Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Monthly Air Cargo Tracker | Inaugural Edition | Low Cargo Load Factors and Moderating Demand Growth

Monthly Air Cargo Tracker | January: Soft Demand, Low LFs | Ocean Growth > Air Growth (March 2025)

Monthly Air Cargo Tracker | Even Before US Tariff Chaos, Conditions Had Turned Weaker (May 2025)

Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing

TRACKING TRAFFIC/Containers & Air Cargo: Container Rates Keep Falling | Air Cargo Demand Firms

Thanks to High Cargo Yields & Early Tourism Rebound, EVA & CAL Remain Highly Profitable in H223

SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules

Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at a Whopping US$158 Mn!

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Bottom-Up

<ul>
<li>Tracking Asian air cargo trends can uncover investment opportunities &amp; offer read-throughs</li>
<li>In November 2024, no clear signs of market tightness in data from Taiwanese, Chinese carriers</li>
<li>A quick look at numbers from CX, SIA, LAX also suggests ample available cargo space</li>
</ul>


Tracking Asian air cargo trends can uncover investment opportunities &amp; offer read-throughs
In November 2024, no clear signs of market tightness in data from Taiwanese, Chinese carriers
A quick look at numbers from CX, SIA, LAX also suggests ample available cargo space


Cainiao Smart Logistics Network (1437124D HK)

Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers

Eva Airways

Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers