Below is our research library, listed in reverse chronological order. Please use the search box to look for research on a specific company or topic, or use the Calendar, Archives, or Sector links at left to browse for research from a specific time period or sector. If you are a Wolfe Trahan client and can not access any of the links in our library, please contact ITSupport@WolfeResearch.com to request our PDF decryption plug-in.
This week in a letter to employees AMR’s CEO noted the company is open to exploring strategic alternatives including M&A. Later, the WSJ reported that AMR would evaluate five airlines for potential M&A: LCC, JBLU, ALK, Frontier, and Virgin America. Here we provide data relating to the network overlap on each, the incremental feed that each airline would provide to AMR’s five cornerstones, as well as our opinion on the likelihood of DoJ approval, the likelihood of a merger actually occurring, and other general thoughts on each scenario.
This weekly report presents the most recent views we are hearing from industry insiders and summarizes the research of Wolfe Trahan. Included are (1) key takeaways, selected shipper comments; (2) notices of upcoming industry events; (3) key takeaways from some of our notes from the past week; (4) recent stock performance for our transport universe; (5) updated comparison tables for the airfreight & logistics group, railroads, and trucking; and (6) fuel trends for West Texas Crude Oil, On-highway diesel, Rail diesel, and Jet fuel.
Total Week 27 rail vols (1st wk of 3Q) increased 2.8% y/y, decelerated from +3.6% and +3.9% the prior 2 weeks. Vols ex-coal improved 4.4% y/y, also down from +5.6% and +5.3% the past 2 weeks. Note that the rails faced a normal comp with July 4th in the current and year-ago week, although there still tends to be volatility during holiday weeks.
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