Union Pacific's acquisition of Norfolk Southern for $85 billion creates the first coast-to-coast railroad in the U.S. This theme focuses on companies poised to benefit from the resulting improvements in supply chain efficiency and logistics.
+7
Published on July 30
This is the first time in U.S. history that a single company will own a true coast-to-coast railroad network. You're looking at a once-in-a-generation infrastructure transformation that could reshape American commerce.
A unified transcontinental rail system means faster, cheaper, and more reliable freight movement. Companies that depend on shipping goods across the country could see their costs drop and efficiency soar.
These aren't random logistics stocks. Professional analysts handpicked each company based on their potential to benefit from this $85 billion mega-merger and the new opportunities it creates.
The $85 billion Union Pacific-Norfolk Southern merger creates America's first single-owner transcontinental railroad network. This historic consolidation has the potential to revolutionize national logistics by streamlining freight movement from coast to coast, creating significant opportunities for companies throughout the supply chain ecosystem.
This group includes the primary railroad operators involved in the consolidation, their key competitors, and logistics companies that rely heavily on rail transport. These businesses may benefit from reduced transit times, lower shipping costs, and enhanced network reliability as the new unified system takes shape.
These companies were handpicked by professional analysts as direct and indirect beneficiaries of this landmark railroad merger. From intermodal transport providers to trucking firms, each stock represents exposure to the potential long-term impact of America's new transcontinental rail network.
Aggregate market capitalisation and investor takeaways for a basket concentrated in rail and logistics companies.
UNP: $134.37B
NSC: $70.91B
CSX: $66.53B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
Here are a few of the assets in this group. Create an account to unlock the full list.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+13.12%
On average, analysts expect assets in this group to grow 13.12% over the next year.
10 of 17 assets in this group are rated Buy by professional analysts.
