IDEA:
Global Transportation & Logistics Equity Research
Brian Clancy provides historical context and forecast of the international air express and freight market.
March 28, 2014 – Managing Director Brian Clancy hosted a conference call on the air cargo industry for Stifel, Nicolaus & Company's Global Transportation & Logistics Equity Team. Mr. Clancy's presentation focused on the current and future state of Global Express, Airfreight and ACMI markets. Industry executives, analysts and consultants joined the Q&A conversation following the presentation.
Mr. Clancy's presentation covered key topics including:
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Historical air cargo demand drivers and industry trends
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Air Express: Global air express forecast and market share by major player
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Air Freight: Key factors impacting historical growth and forecast of future demand
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ACMI: Historical market trends and widebody / freighter AMC forecast
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Strategic implications across value chain for forwarders, integrators, carriers with belly capacity, freighter airlines
Mr. Clancy's presentation and audio recording (below) are available on the LogCapStrat website.
Stifel, Nicolaus & Company is an investment banking and brokerage firm that offers financial advisory services.