Transport Investor News - 20 June 2025
Firstly, wishing everyone in New Zealand a happy Matariki!!!
A quick summary of Matariki and its important meaning is provided here: Matariki - Wikipedia.
Today we thought we would focus on global investing trends in the transport space. Let’s get straight to it.
Key investment trends over the last 24-48 months
Electrification & Decarbonization: Investors are increasingly backing companies involved in electric vehicles, zero-emissions fleets, and green logistics infrastructure.
Autonomous & Smart Tech: There's growing interest in firms developing autonomous vehicles, AI-driven logistics, and telematics for fleet optimization.
Resilient Supply Chains: Post-pandemic and geopolitical disruptions have pushed investors toward companies with diversified, tech-enabled supply chains.
Funding Shifts: Governments are leaning on private capital and asset recycling to fund major infrastructure, creating opportunities for public-private partnerships.
The autonomous vehicle investment is jumping significantly. The project growth in autonomous vehicles - based on a high level review is quite signifcant!
Regional review of transport stocks and trends
A quick breakdown below of regional news.
Asia-Pacific
Korean Air surged over 4%, reflecting strong travel demand and cargo recovery.
Vietnamese logistics firms like Hai An Transport and Meratus Jasa Prima posted double-digit gains, driven by port expansion and trade growth.
Japan’s Tokyo Metro and China’s CRRC saw steady performance, with CRRC benefiting from continued investment in high-speed rail and urban transit.
Europe
Deutsche Bahn and Alstom are seeing stable investor interest, especially with EU-backed green mobility initiatives.
UK rail operators are under pressure due to regulatory uncertainty and labor disputes, though infrastructure investment remains strong.
Freight and intermodal logistics firms in Central and Eastern Europe are gaining traction due to increased cross-border trade.
North America
Union Pacific and CSX remain steady, though freight volumes are slightly down amid economic caution.
UPS and FedEx are facing margin pressures, but long-term bets on automation and electrification are keeping investor interest alive.
EV and autonomous freight startups are attracting venture capital, especially in California and Texas.
Middle East & Africa
Investment is focused on port infrastructure and rail modernization, particularly in the Gulf states.
Saudi Arabia’s Vision 2030 is driving large-scale transport projects, including high-speed rail and smart logistics hubs.
Latin America
Brazil and Mexico are expanding freight rail and metro systems, with public-private partnerships gaining momentum.
Currency volatility and political shifts are influencing investor sentiment, but long-term infrastructure needs remain a draw.
Till next time
Andrew Collings