What Would Be The Impact Of A 100 Basis Points Increase In CSX’s Share Of U.S. Rail Intermodal Shipments?

-5.32%
Downside
37.07
Market
35.10
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The completion of the Panama Canal expansion in 2016 is expected to boost container traffic at East Coast ports at the expense of West Coast ports, benefiting rail companies operating in the Eastern U.S., such as CSX. As a result, every 100 basis points increase in the share of U.S. rail intermodal shipments by 2020 from the base case, would boost intermodal freight revenue and total revenue for CSX by around 5% and 1%, respectively.

100 BPS Increase in Intermodal Shipments 1

100 BPS Increase in Intermodal Shipments 2

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Notes:

1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for CSX

 

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