Latest ideas and analyses related to Transportation

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US Macro

+10 pts



3Q Shipper Survey: All Key Metrics Deteriorate; Stock Correlation Noteworthy

By P on Sept. 23, 2022, 11:04 a.m.
Tagged topics: Transportation

Views: 1, Votes: 1, Responses: 0, Attachments: 1
SAIA

+32 pts



Notes From the Road...

By RayHold on Aug. 14, 2022, 12:11 p.m.
Tagged topics: Transportation

Views: 13, Votes: 3, Responses: 0, Attachments: 1
XPO

+32 pts



2Q22 Ahead; Guide Raised; LTL Pivoting to Growth

By geek on Aug. 9, 2022, 10:46 p.m.
Tagged topics: Transportation

Views: 11, Votes: 3, Responses: 0, Attachments: 1
China

+32 pts



China high-frequency indicators – 11 July

By P on July 21, 2022, 8:45 a.m.
Tagged topics: China , Transportation , automation , mining , Aerospace , chemicals

Views: 7, Votes: 3, Responses: 0, Attachments: 1
FDX

+37 pts



4Q22 Solid, Guide Better; Analyst Day Anticipation Building

By samQ on June 25, 2022, 8:29 a.m.
Tagged topics: Transportation

Views: 36, Votes: 6, Responses: 0, Attachments: 1
ATA , TFII , HRX

+53 pts



ATA not recession proof, but should be more resilient than last cycle

By phenphen on Sept. 11, 2019, 8:32 p.m.
Tagged topics: not recession proof , Life Sciences , Transportation

Views: 265, Votes: 5, Responses: 3, Attachments: 0