UBS
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News
EFS: Truckload valuations and market metrics — Great Quarter, Guys
On this episode of Great Quarter, Guys for the FreightWaves Enterprise Fleet Summit, Andrew Cox and Seth Holm discuss how all modes of transportation are…
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Rail
5 Wall Street impressions about proposed CP-KCS merger
Canadian Pacific wants to acquire Kansas City Southern. Here are five thoughts from Wall Street transportation analysts about the transaction.
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News
Analysts all in on transportation; spending on services no threat
Two bullish equity research reports this week on transportation stocks both highlight expectations around consumer spending and what that means for freight demand.
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News
Can the market get better? — Great Quarter, Guys
On this episode of Great Quarter, Guys, Seth Holm and Andrew Cox talk about the hot truckload market and give their predictions for the next…
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Trucking
The Daily Dash: LTLs on the rise; strong freight fundamentals remain in place for 2021
In today’s edition of The Daily Dash, conditions remain favorable for LTLs and the overall freight environment. Plus, a new SPAC targets transportation companies in…
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News
Interest in LTL industry gains momentum
Another supporter of improving less-than-truckload fundamentals was identified this week. UBS analyst Tom Wadewitz initiated coverage of the group with a favorable outlook.
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News
UBS 2021 outlook calls for healthy freight flows in first half
UBS equity research analyst Tom Wadewitz’s 2021 outlook calls for a continuation of healthy freight activity during the first half of the year with a…
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Equipment
Used truck sales recovery firming up for all players
All stakeholders are experiencing used truck momentum despite and because of the lingering pandemic.
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News
Consensus for double-digit truckload rate increases forming
Soaring demand and a lack of truck capacity have industry participants calling for double-digit rate increases in 2021. UBS transportation equities analyst Tom Wadewitz outlines…
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Trucking
The Daily Dash: Truckload sector shines bright; Amazon drones ready to fly
In today’s edition of The Daily Dash, at least one analyst believes the truckload sector is ready to run. Plus, Amazon drones are set to…
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