★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Auto Sales Enter Recovery Mode, but Some Segments Will be Better off than Others Summary: Auto sales continue to suffer from COVID-19, but sales declines are expected to have eased a bit more in…McAlinden Research PartnersJuly 1, 2020
★ Daily Intelligence Briefings (DIBs)Transportation Airlines and Their Stocks Finally Take Off Airline stocks are finally taking off and have recouped most of the losses they sustained after Warren Buffet’s announcement that…McAlinden Research PartnersMay 28, 2020
★ Daily Intelligence Briefings (DIBs)TechnologyTransportation UAV Tech is Taking off in the COVID Economy Drone delivery and other UAV-based services have the potential to become a staple technology of the COVID-era, accelerating development of…McAlinden Research PartnersMay 27, 2020
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Aerospace Manufacturers are Still in Meltdown Mode with No End in Sight The collapse of global air traffic and ultra-low crude prices should continue to crush aerospace manufacturers Boeing and Airbus for…McAlinden Research PartnersMay 20, 2020
★ Daily Intelligence Briefings (DIBs)ServicesTransportation Demand for Drones on the rise, due to COVID-19 Disruption Drone delivery had already been on the rise in the US and Europe, with food and healthcare goods being the…McAlinden Research PartnersApril 8, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation Coronavirus Continues to Crush Airlines and Aviation, 737 MAX Troubles Linger On The Coronavirus outbreak has absolutely demolished air traffic, and airline stocks with it, over the past month. Nearly every airline…McAlinden Research PartnersMarch 18, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation MRP Adds Long Dry Bulk Shipping as an Investment Theme The shipping industry has been pummeled over the past 6 months. First by the trade war, then by the coronavirus…McAlinden Research PartnersMarch 5, 2020
★ Daily Intelligence Briefings (DIBs)Transportation New FAA Guidelines Will Enable Major Drone Delivery Scaling A new regulatory framework from the FAA will pave the way to scale up drone delivery fleets. Amazon and others…McAlinden Research PartnersFebruary 12, 2020
★ Daily Intelligence Briefings (DIBs)Transportation Coronavirus Continues Knocking Airlines off Course While the initial negative impact of Coronavirus on most market sectors has been wiped out in recent days, following last…McAlinden Research PartnersFebruary 11, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation Coronavirus and 737 MAX Costs Already Denting Airlines in 2020 As the Boeing 737 MAX grounding grinds on and pushes more and more costs onto airlines, the recent breakout of…McAlinden Research PartnersJanuary 28, 2020