TOP 100 TRANSPORTATION AND LOGISTICS SITES
| |||
|
| |||
| |||
|
| |||
| Tata Motors: License to Dive Paul Price submits:Tata (TTM) is India’s largest automobile manufacturer and the world’s 5th largest medium and heavy commercial vehicle maker. They are #2 in medium to heavy bus manufacturing as well. They also provide financing for many of their buyers through their TML Financial Services unit. Tata acquired Jaguar and Land Rover from Ford in a (badly timed) $2.8 billion transaction that closed in June 2008. I rarely write about ‘short’ ideas but this one seems to just jump off the page when you consider the fundamentals. Tata Motors closed at $13.78 last week and has jumped up to $14 /share in this morning’s rally (Nov. 23, 2009). Complete Story » seekingalpha.com |
GOL: Well Positioned in Latin America Zacks.com submits: GOL Linhas Aereas Inteligentes S.A. (GOL), the largest low-cost airline in Latin America, has announced its preliminary traffic figures for February 2010.During the month, total passenger traffic grew 46.9% over the same period last year, fueled by 47.9% growth in the domestic market and 40.3% growth in the international market. The improvement came from economic growth in Brazil and Latin America, and the expansion of GOL's competitive advantages, especially its cost structure, exemplary service, dynamic fare management and the revitalization of the SMILES program.Complete Story » seekingalpha.com |
How Long Has a Continental-United Merger Been in the Works? Morningstar submits: By Basili Alukos There has been much talk recently in the news about a potential merger involving United Airlines (UAUA) and Continental (CAL). Although the talks have intensified recently, we believe both companies have already made numerous announcements that, taken collectively, appear to foreshadow a merger. In this piece, we will analyze and discuss the timeline of these events, describe why the carriers are compatible partners, and explain how a merger could positively affect the entire airline industry. Timeline of Events May 2008--Shortly after Northwest and Delta (DAL) announced their merger, Continental and United briefly held negotiations involving a possible merger. Although a golden share (which served as a deterrent to a change of control) held by rival Northwest was partially responsible for the deal's collapse, we also suspect that Continental was terrified of United's fragile financial position and quickly ended all discussions.Complete Story » seekingalpha.com |
'Tracking' the Economy: Latest Rail Stats Donald Marron submits:The fine folks at the Association of American Railroads are out with their latest edition of : LRail Time Indicators. Total traffic (carloads plus intermodal) in July was about 11% higher than the dismal levels of a year ago, but remains about 10% below earlier years: Complete Story » seekingalpha.com |
Royal Caribbean Cruises Q3 2010 Earnings Call Transcript Royal Caribbean Cruises (RCL)Q3 2010 Earnings CallOctober 26, 2010 10:00 am ETComplete Story » seekingalpha.com |