Dolat Capital: Logistics Sector Monthly Trend - September 2020
A freight truck transporting a branded shipping container drives past other containers at the Port of Fremantle in Perth, Australia. (Photographer: Sergio Dionisio/Bloomberg)

Dolat Capital: Logistics Sector Monthly Trend - September 2020

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Dolat Capital Report

1. Total Container Rail volumes declined by 8.4% YoY (year-to-date: 14% YoY) during August 2020.

Export import volumes dropped by 11% YoY after reporting down 12%/down 21% YoY growth in previous two months.

Year-to-date growth declined by 15%. Domestic segment volumes registered a growth of 6% YoY after reporting down 16%/up 3% YoY growth in previous two months.

2. Container volumes for Major Ports (in twenty-foot equivalent unit terms) declined by down 13% YoY in August 2020 (versus approximately down 15%/dwon 24% YoY in July/June).

Portwise, volume growth: Deendayal and New Mangalore reported the positive growth of 22%/7% YoY respectively offset the decline in the other larger ports.

3. Aggregate cargo volumes (at major ports) declined -10% YoY in August 2020.

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Dolat Capital Logistics Sector Monthly Report_September 2020.pdf

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