← M P J Logistics overview

M P J Logistics vs FedEx Freight Holding Company: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

M P J Logistics Public Company Limited (MPJ.BK)

Q3 2026
▲4

MPJ Expands Yards and New Services as Profit and Volume Surge

  • Record Q2 profit and raised full-year outlook MPJ reported record Q2 2026 net profit of 51.1 million baht, up 69.2% from a year earlier, with revenue up 20.4%. First-half profit rose 25.1%. Management expects second-half growth to continue, supported by expanding yards and new services, and keeps its 2026 revenue target of 1.264 billion baht, up 18%.

    Record earnings and a confident outlook are the core fundamental driver of the stock.

  • New heavy container storage service to lift H2 revenue MPJ launched a heavy container storage service, using existing yard space and new specialised equipment. It targets new customer groups and expects the service to drive second-half results and help meet the 2026 revenue target of 1.264 billion baht, up 18%.

    A new service line adds revenue without major new land, directly supporting growth targets.

  • Q3 container throughput expected to jump 30% MPJ expects container throughput in Q3 2026 to rise about 30% from a year earlier, driven by demand at its Laem Chabang 1, Laem Chabang 2 and OM Lat Krabang yards. It meets shipping lines weekly to plan capacity and maintains its 18% revenue growth target for 2026.

    Strong volume growth signals accelerating business activity and supports future earnings.

  • 1.14 billion baht capex to expand yards MPJ set a capital expenditure budget of over 1.14 billion baht for the next two to three years, including adding 28 rai to its Laem Chabang container yard, expected to open in Q2 2027. This expansion aims to capture rising container volumes from shipping lines.

    The investment plan shows management's confidence in future demand and capacity growth.

September 2026
▲4

MPJ Expands Yards and New Services as Profit and Volume Surge

  • Record Q2 profit and raised full-year outlook MPJ reported record Q2 2026 net profit of 51.1 million baht, up 69.2% from a year earlier, with revenue up 20.4%. First-half profit rose 25.1%. Management expects second-half growth to continue, supported by expanding yards and new services, and keeps its 2026 revenue target of 1.264 billion baht, up 18%.

    Record earnings and a confident outlook are the core fundamental driver of the stock.

  • New heavy container storage service to lift H2 revenue MPJ launched a heavy container storage service, using existing yard space and new specialised equipment. It targets new customer groups and expects the service to drive second-half results and help meet the 2026 revenue target of 1.264 billion baht, up 18%.

    A new service line adds revenue without major new land, directly supporting growth targets.

  • Q3 container throughput expected to jump 30% MPJ expects container throughput in Q3 2026 to rise about 30% from a year earlier, driven by demand at its Laem Chabang 1, Laem Chabang 2 and OM Lat Krabang yards. It meets shipping lines weekly to plan capacity and maintains its 18% revenue growth target for 2026.

    Strong volume growth signals accelerating business activity and supports future earnings.

  • 1.14 billion baht capex to expand yards MPJ set a capital expenditure budget of over 1.14 billion baht for the next two to three years, including adding 28 rai to its Laem Chabang container yard, expected to open in Q2 2027. This expansion aims to capture rising container volumes from shipping lines.

    The investment plan shows management's confidence in future demand and capacity growth.

Latest
▲4

MPJ Expands Yards and New Services as Profit and Volume Surge

  • Record Q2 profit and raised full-year outlook MPJ reported record Q2 2026 net profit of 51.1 million baht, up 69.2% from a year earlier, with revenue up 20.4%. First-half profit rose 25.1%. Management expects second-half growth to continue, supported by expanding yards and new services, and keeps its 2026 revenue target of 1.264 billion baht, up 18%.

    Record earnings and a confident outlook are the core fundamental driver of the stock.

  • New heavy container storage service to lift H2 revenue MPJ launched a heavy container storage service, using existing yard space and new specialised equipment. It targets new customer groups and expects the service to drive second-half results and help meet the 2026 revenue target of 1.264 billion baht, up 18%.

    A new service line adds revenue without major new land, directly supporting growth targets.

  • Q3 container throughput expected to jump 30% MPJ expects container throughput in Q3 2026 to rise about 30% from a year earlier, driven by demand at its Laem Chabang 1, Laem Chabang 2 and OM Lat Krabang yards. It meets shipping lines weekly to plan capacity and maintains its 18% revenue growth target for 2026.

    Strong volume growth signals accelerating business activity and supports future earnings.

  • 1.14 billion baht capex to expand yards MPJ set a capital expenditure budget of over 1.14 billion baht for the next two to three years, including adding 28 rai to its Laem Chabang container yard, expected to open in Q2 2027. This expansion aims to capture rising container volumes from shipping lines.

    The investment plan shows management's confidence in future demand and capacity growth.

FedEx Freight Holding Company, Inc. (FDXF)

Q3 2026
▲3

FedEx Freight Spins Off, Joins S&P 500, Targets Margin Growth

  • Spin-off unlocks value FedEx Freight became an independent public company on June 1, 2026, with shareholders receiving one FDXF share for every two FedEx shares. This separation lets the freight business make its own decisions and gives investors a pure-play LTL carrier to evaluate, which can attract new buyers and lift the stock.

    The spin-off is the foundational event that created FDXF as a standalone company and directly drives its valuation.

  • S&P 500 inclusion FDXF joined the S&P 500 on July 23, 2026. Index funds that track the S&P 500 must buy the stock, creating automatic demand. This often pushes the share price up and makes the stock more visible to large investors.

    S&P 500 inclusion is a new, concrete event that mechanically increases demand for FDXF shares.

  • First earnings and guidance FDXF reported its first independent results on June 25: Q4 revenue rose 4.8% to $2.4 billion, and it guided for 4-6% revenue growth and adjusted EPS of $2.40-$2.60 for the rest of fiscal 2026. Management also targets 10-12% annual operating income growth, signaling confidence in profit expansion.

    The first standalone earnings and forward guidance give investors a concrete baseline for valuing FDXF.

  • Pricing offsets volume decline Average daily shipments fell 5.9% to 86,700, but revenue per shipment jumped 11.5% to $415.22, showing FDXF can raise prices even as volumes shrink. This supports margins, but the volume drop reflects soft freight demand and remains a risk if it continues.

    The volume decline is a real counterweight to the positive pricing story and affects future revenue growth.

July 2026
▲3

FedEx Freight Spins Off, Joins S&P 500, Targets Margin Growth

  • Spin-off unlocks value FedEx Freight became an independent public company on June 1, 2026, with shareholders receiving one FDXF share for every two FedEx shares. This separation lets the freight business make its own decisions and gives investors a pure-play LTL carrier to evaluate, which can attract new buyers and lift the stock.

    The spin-off is the foundational event that created FDXF as a standalone company and directly drives its valuation.

  • S&P 500 inclusion FDXF joined the S&P 500 on July 23, 2026. Index funds that track the S&P 500 must buy the stock, creating automatic demand. This often pushes the share price up and makes the stock more visible to large investors.

    S&P 500 inclusion is a new, concrete event that mechanically increases demand for FDXF shares.

  • First earnings and guidance FDXF reported its first independent results on June 25: Q4 revenue rose 4.8% to $2.4 billion, and it guided for 4-6% revenue growth and adjusted EPS of $2.40-$2.60 for the rest of fiscal 2026. Management also targets 10-12% annual operating income growth, signaling confidence in profit expansion.

    The first standalone earnings and forward guidance give investors a concrete baseline for valuing FDXF.

  • Pricing offsets volume decline Average daily shipments fell 5.9% to 86,700, but revenue per shipment jumped 11.5% to $415.22, showing FDXF can raise prices even as volumes shrink. This supports margins, but the volume drop reflects soft freight demand and remains a risk if it continues.

    The volume decline is a real counterweight to the positive pricing story and affects future revenue growth.

Latest
▲3

FedEx Freight Spins Off, Joins S&P 500, Targets Margin Growth

  • Spin-off unlocks value FedEx Freight became an independent public company on June 1, 2026, with shareholders receiving one FDXF share for every two FedEx shares. This separation lets the freight business make its own decisions and gives investors a pure-play LTL carrier to evaluate, which can attract new buyers and lift the stock.

    The spin-off is the foundational event that created FDXF as a standalone company and directly drives its valuation.

  • S&P 500 inclusion FDXF joined the S&P 500 on July 23, 2026. Index funds that track the S&P 500 must buy the stock, creating automatic demand. This often pushes the share price up and makes the stock more visible to large investors.

    S&P 500 inclusion is a new, concrete event that mechanically increases demand for FDXF shares.

  • First earnings and guidance FDXF reported its first independent results on June 25: Q4 revenue rose 4.8% to $2.4 billion, and it guided for 4-6% revenue growth and adjusted EPS of $2.40-$2.60 for the rest of fiscal 2026. Management also targets 10-12% annual operating income growth, signaling confidence in profit expansion.

    The first standalone earnings and forward guidance give investors a concrete baseline for valuing FDXF.

  • Pricing offsets volume decline Average daily shipments fell 5.9% to 86,700, but revenue per shipment jumped 11.5% to $415.22, showing FDXF can raise prices even as volumes shrink. This supports margins, but the volume drop reflects soft freight demand and remains a risk if it continues.

    The volume decline is a real counterweight to the positive pricing story and affects future revenue growth.