- 1、本文档共43页,可阅读全部内容。
- 2、原创力文档(book118)网站文档一经付费(服务费),不意味着购买了该文档的版权,仅供个人/单位学习、研究之用,不得用于商业用途,未经授权,严禁复制、发行、汇编、翻译或者网络传播等,侵权必究。
- 3、本站所有内容均由合作方或网友上传,本站不对文档的完整性、权威性及其观点立场正确性做任何保证或承诺!文档内容仅供研究参考,付费前请自行鉴别。如您付费,意味着您自己接受本站规则且自行承担风险,本站不退款、不进行额外附加服务;查看《如何避免下载的几个坑》。如果您已付费下载过本站文档,您可以点击 这里二次下载。
- 4、如文档侵犯商业秘密、侵犯著作权、侵犯人身权等,请点击“版权申诉”(推荐),也可以打举报电话:400-050-0827(电话支持时间:9:00-18:30)。
查看更多
North America Equity Research
11 May 2020
Transportation Logistics
Question Book for Summer Conference Season and
Virtual Management Meetings
We have compiled questions for management teams ahead of the virtual summer Airfreight and Surface
conference circuit beginning this week and continuing through early June. Transportation
Management commentary will likely echo the growing consensus that freight Brian P. Ossenbeck, CFA AC
activity stabilized at current levels while emphasizing opportunities in 2021. We (1 212) 622 1023
do not expect the recent mid-quarter updates will continue in detail after most brian.p.ossenbeck@
companies disclosed April trends during 1Q20 earnings as a “guardrail” for Q20 Bloomberg JPMA OSSENBECK GO
and to help reset 2020 estimates. Included in the document are specific questions J.P. Morgan Securities LLC
for companies categorized by topic as well as broad themes relevant for an entire Matt V Fallon
group within transports; see page two for a list of companies covered in this note. (1 212) 622 6431
matt.v.fallon@
J.P. Morgan Securities LLC
Kellen J Curry
您可能关注的文档
- A港美股行业动态跟踪:海内外复产复工逐步推进-20200512-兴业证券.pdf
- A股策略:“消费+科技”主线,关注强势资产机会-20200509-中原证券.pdf
- A股策略聚焦:共识凝聚,5月慢涨延续-20200510-中信证券.pdf
- A股量化择时研究报告:金融工程,中期震荡,长期战略机会-20200510-广发证券.pdf
- A股市场投资者行为专题:A股投资者结构全景扫描-20200515-中信证券.pdf
- CNESA-《储能产业趋势》2020年3月-2020.4.10.pdf
- CNESA-《储能产业趋势》2020年4月-2020.5.9.pdf
- HS-全球-奢侈品行业-COVID-19影响下的奢侈品需求正呈swoosh形增长-2020.5.pdf
- HS-全球-投资策略-全球固定收益资产配置:动态需求驱动-2020.5.5.pdf
- HS-新兴市场-宏观策略-新兴市场利率:压力锅-2020.5.7.pdf
文档评论(0)