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TD Cowen 1Q24 Rail Shipper Survey Says …

TD Cowen 1Q24 Rail Shipper Survey Says …
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TD Cowen 1Q24 Earnings Preview - Railway Age

TD Cowen 1Q24 Earnings Preview - Railway Age
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Shipper Survey Indicates 'Significant Concern' Over NS Takeover Attempt

Shipper Survey Indicates 'Significant Concern' Over NS Takeover Attempt
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Cowen Insight: 4Q21 Rail Shipper Survey Says …

Cowen Insight: 4Q21 Rail Shipper Survey Says …
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Cowen 4Q20 Surveys: Rail Pricing, Car Orders Up Slightly, Say Shippers


January 14, 2021
Cowen 4Q20 Surveys: Rail Pricing, Car Orders Up Slightly, Say Shippers
Written by
Marybeth Luczak, Executive Editor
The Cowen and Company analysts reported that Kansas City Southern “again” received the highest “positive” rating, followed by BNSF in their 4Q Rail Shipper Survey.
Rail shippers in fourth-quarter 2020 expected price increases of 3.2% (up 10bps sequentially), and their sub-group of railcar buyers raised order expectations modestly, according to two surveys conducted by Cowen and Company analysts Jason H. Seidl (Managing Director and Railway Age Wall Street Contributing Editor), Matt Elkott and Elliot Alper.
Following are the analysts’ key takeaways from the Rail Shipper Survey and Rail Equipment Survey. ....

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