10.05.09: Transportation & Logistics Report
1 roundtable forum, 4 analysts, and 3 sector firms examine the transportation & logistics sector in this 81 page report from The Wall Street Transcript.
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Roundtable Forum:Helane Becker, Jesup & Lamont Securities Corp.; Robin Byde, HSBC Bank plc; Kevin Kirkeby, Standard & Poor's U.S. Equity Research; David G. Ross, Stifel, Nicolaus & Company, Inc.
Outlook for Marine Transportation: Natasha Boyden, Cantor Fitzgerald
Dry Bulk, Tanker & Container Shipping: Gregory Lewis, Credit Suisse
Outlook for Global Air Cargo Markets: David P. Campbell Sr., Thompson, Davis & Company
Shipping News for Investors: Robert MacKenzie, FBR Capital Markets Corp.
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CEO Interviews (average 2,500 words): Top management from 3 sector firms examine the outlook for their firm and sector. Firms interviewed include: Rand Logistics, Inc., Federal-Mogul Corporation, and SinoHub, Inc.
Topics covered: China Export Tax -- Overcapacity in the Shipping Industry -- Regional Market Balance -- VLCC Traffic Flow -- Asia-Pacific Region Transportation Growth -- US Import/Export Traffic -- Distressed Shipping Balance Sheets -- Terminating Markets -- Tanker Companies Versus Dry Bulk Companies -- Chinese Infrastructure Stimulus -- Real Demand Versus Stimulus Demand -- Monitoring Potential Acquisitions -- Automobile Industry Demand Forecasts -- Demand in Emerging Countries -- Falling Demand -- Future Oversupply -- Growth of Fleets -- Pickups in Infrastructure Spending -- Navigating the Downturn -- Chinese Cell Phones Market Growth -- Affects of Declines in Passenger Flights -- Capacity of Passenger Aircraft -- Improvement in Volumes -- Pricing Margins -- Restructuring and Consolidation -- Chinese Government Ship Building Infrastructure Growth -- Wage Concessions -- Railroad Expansion
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Companies covered: Diana Shipping (DSX); Star Bulk Carriers (SBLK); Nordic American Tankers (NAT); Overseas Shipholding Group (OSG); General Maritime (GMR); Federal Express (FDX); UPS (UPS); Forward Air (FWRD); Expeditors International (EXPD); Express-1; Tsakos Energy Navigation (TNP); Navios (NM); Vale (VALE); Excel (EXM); Teekay (TK); DryShips (DRYS); UTi Worldwide (UTIW); Old Dominion (ODFL); Arkansas Best (ABFS); J.B. Hunt (JBHT); Con-way (CNW); Atlas Air (AAWW); Air Transport Services Group (ATSG); Norfolk Southern (NSC); Union Pacific (UNP); CSX (CSX); Canadian National Railway (CNI); C.H. Robinson (CHRW); Kuehne and Nagel; Deutsche Post; YRC Worldwide (YRCW); Dynamex (DDMX); Ryder (R)
