Beneficiaries of Amazon’s Arrival

With the arrival of Amazon I would expect shipping companies to be a major beneficiary. I owned Toll before the takeover but it is no longer Australian owned.

Are there any ASX listed companies that could benefit? Are there any other areas may benefit from the arrival of Amazon?

Thank you.

 

A: Thanks for the question.

It is very hard to nominate direct beneficiaries. Obviously, Amazon will purchase some services and supplies locally – so some ASX listed companies will benefit..

There are no shipping/logistic companies that come to mind (outside Toll and Australia Post).

In previous reviews, we have suggested that some of the listed property funds that own warehouse facilities could possibly benefit, such as Centuria Industrial Fund (CIP), formerly the 360 Capital Industrial Fund

Regards


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