0KeyBanc Capital Markets analyst Steve Barger attended the Midwest Association of Rail Shippers (MARS) conference and came away “believing our bullish thesis on the railcar space is correct.”

Barger said the conference tone “was generally optimistic,” with discussions revolving around the impact of emerging technology and the implementation of PSR (Precision Scheduled Railroading). Barger predicts “modest impact from these initiatives to our bullish view on railcar OEMs in the near-term. Long-term, we see potential for a more meaningful impact if successfully implemented.”

Read more... https://www.railwayage.com/financeleasing/bullish-view-on-railcar-oems-keybanc/

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