2009-10-05: TWST Transportation & Logistics Report
1 expert Roundtable Panel; 4 leading Analysts; and top management from 3 Sector Firms
examine this vital industry in this 69 page report from The Wall Street Transcript.
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Roundtable Forum - Transportation & Logistics Helane Becker - Jesup & Lamont Securities Corp., Robin Byde - HSBC Bank plc, Kevin Kirkeby - Standard & Poor's U.S. Equity Research., David 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 Campbell Sr. - Thompson, Davis & Company
Shipping News for Investors Robert MacKenzie - FBR Capital Markets Corp.
CEO Interviews (average 2,500 words): top management from 3 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Federal-Mogul Corporation, Rand Logistics, Inc., 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: Federal-Mogul (FDML); CSX (CSX); Con-way (CNW); Danaos (DAC); Delta Air Lines (DAL); Diana Shipping (DSX); DryShips (DRYS); Euroseas (ESEA); Excel (EXM); Expeditors International of Washington (EXPD); Exxon (XOM); FedEx's (FDX); Forward Air (FWD); General Maritime (GMR); Imarex (IMAREX); Maersk (Maersk-A); Navios (NM); Nordic American Tankers (NAT); Norfolk Southern (NSC); Overseas Shipholding Group (OSG); Rand Logistics (RLOG); Seaspan (SSW); SinoHub (SIHI); Star Bulk Carriers (SBLK); Tsakos Energy Navigation (TNP); Union Pacific (UNP); United Parcel Service (UPS); Vale (VALE); YRC Worldwide's (YRCW).
