On Wednesday, Morgan Stanley released its 2025 Transportation Outlook, which describes the next year as likely a tale of two halves, one with a powerful restocking-driven upcycle followed by the fears of a downcycle beginning in 2026. For the upcycle, there are many unanswered questions, including how long it will last. Historically there was an 18-month restocking cycle in 2018 and...
https://www.freightwaves.com/news/trucking-outlook-sugar-high-or-sustained-upswing
Με τα αποτελέσματα εννεαμήνου να έχουν ήδη δημοσιευτεί από τις εισηγμένες, το ενδιαφέρον που θα προκύψει στις συναντήσεις με τα ξένα funds στο Λονδίνο είναι οι αποκαλύψεις των επενδυτικών σχεδίων…
Ώρα Λονδίνου για την αφρόκρεμα του ελληνικού Χρηματιστηρίου – Η ΝΑΥΤΕΜΠΟΡΙΚΗ
Μία γυναίκα φαίνεται ότι είναι υπεύθυνη για τις νέες «βαριές» απώλειες στις μετοχές των ελληνικών τραπεζών.
Ο λόγος για τη Νίντα Ικμπάλ της Morgan Stanley, η οποία σε διάστημα μικρότερο…
Χρηματιστήριο: Η γυναίκα που «έριξε» τις μετοχές των Τραπεζών – Η ΝΑΥΤΕΜΠΟΡΙΚΗ
The American multinational investment bank and financial services company Morgan Stanley has decided to provide an unsecured term loan to The Pasha Group, a family-owned maritime transportation company, to support continued infrastructure investment in the Hawaii trade.
In particular, Morgan Stanley Investment Management (MSIM), through investment funds managed by Morgan Stanley Infrastructure Partners (MSIP), a private infrastructure investment platform within MSIM provided the loan to The...
https://container-news.com/morgan-stanley-confirms-investment-in-pasha-group/
Morgan Stanley Investment Management reports that, through investment funds managed by Morgan Stanley Infrastructure Partners (MSIP), it has provided an unsecured term loan to the Hawaii-based Pasha Group, whose largest segment is Pasha Hawaii, an ocean freight and automobile shipping business operating in the U.S. West Coast-Hawaii shipping market.
The Pasha Hawaii fleet includes two Ohana Class, 774-foot LNG-fueled, 2,525 TEU Jones Act containerships built at the AmFELS shipyard in...
https://www.marinelog.com/legal/shipping/morgan-stanley-unit-invests-in-pasha-group/
Morgan Stanley cut earnings estimates for all the transportation companies it covers on Tuesday, citing rising insurance costs. It continues to believe the truckload space will be the most impacted as large jury verdicts remain a threat.
The firm said both nuclear verdicts and a prolonged period of insurance companies incurring costs above general inflation are reasons the cost line will remain bloated. During the fourth quarter, several carriers called out insurance expenses as a drag on...
Canadian National Railway Co. (CN) on Tuesday reported revenue of CA$3.28 billion ($2.4 billion) in the fourth quarter and adjusted earnings per share of CA$2.02.
CN (NYSE: CNI) beat analysts’ expectations of EPS of CA$1.99 and revenue of CA$3.25 billion. For the year, the company reported revenue of CA$12.47 billion and profit of CA$4.17 billion, or CA$6.32 per share.
“These are the kind of results we can be very proud of in a challenging environment,” Tracy Robinson, CN president and CEO, said...
https://www.freightwaves.com/news/morgan-stanley-upbeat-on-cns-2024-growth-expectations
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Autonomous trucking startup TuSimple goes private
On Wednesday,...
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Freight upcycle may come early, says Morgan Stanley
The freight...
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An end to a prolonged freight recession could be approaching sooner than some investors may think,...