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    Bruce Chan

    Director and Senior Equity Analyst at Stifel

    Bruce Chan is a Director and Senior Equity Analyst at Stifel, specializing in transportation and future mobility, with a focus on the global logistics sector. He covers major companies including XPO, C.H. Robinson Worldwide, and Expeditors International, and has provided over 569 ratings, with a historical profit success rate of 47% and an average return of -0.4% per rating according to TipRanks, though his best call delivered a 78% return on XPO. Chan began his finance career at Stifel in March 2010 after serving as a senior project manager in real estate development and was named a 2018 Institutional Investor 'Rising Star.' He holds a BA from Georgetown University, a JD from the University of Maryland, and maintains professional affiliations like the American Bar Association and board positions in the nonprofit sector.

    Bruce Chan's questions to Proficient Auto Logistics (PAL) leadership

    Bruce Chan's questions to Proficient Auto Logistics (PAL) leadership • Q1 2025

    Question

    In a follow-up, Bruce Chan from Stifel questioned industry capacity post-competitor exit, Proficient's equipment order book, and the potential impact of auto loan tax changes on demand.

    Answer

    President and COO Amy Rice stated that while there is some slack capacity now, the market would feel a crunch if volumes returned. She noted Proficient's new equipment orders are modest and that the exited competitor's older fleet is unlikely to return to the new vehicle market. She also said customer talks are focused on tariffs, not potential tax changes.

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    Bruce Chan's questions to ARCBEST CORP /DE/ (ARCB) leadership

    Bruce Chan's questions to ARCBEST CORP /DE/ (ARCB) leadership • Q1 2025

    Question

    Speaking on behalf of Bruce Chan, Matt Milask asked about ArcBest's overall retail exposure as a percentage of the enterprise and how much of that is tied to inbound traffic from China.

    Answer

    Chief Financial Officer Matt Beasley stated that overall retail exposure is around 10%, with a slightly lower percentage in the Asset-Based business and slightly higher in the Asset-Light business. He characterized the exposure as not significant and did not provide a specific figure for China-related traffic.

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    Bruce Chan's questions to Schneider National (SNDR) leadership

    Bruce Chan's questions to Schneider National (SNDR) leadership • Q4 2024

    Question

    On behalf of Bruce Chan, an analyst asked if Schneider is seeing early signs of regional backlogs or disruptions and if there has been any impact from pre-inventory building or border changes.

    Answer

    EVP and Group President Jim Filter acknowledged that recent weather events caused some temporary, localized disruptions and capacity displacement. However, CEO Mark Rourke stated there have been no significant or universal trends related to inventory pre-building or immigration policy changes at the border, with customer actions being very specific rather than widespread.

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    Bruce Chan's questions to RXO (RXO) leadership

    Bruce Chan's questions to RXO (RXO) leadership • Q3 2024

    Question

    Bruce Chan from Stifel asked for details on current headcount and the trajectory of productivity metrics like loads per person per day, post-Coyote integration. He also followed up on whether the spot and project business from October was continuing.

    Answer

    CSO Jared Weisfeld reported a 15% YoY productivity improvement for legacy RXO and noted a significant opportunity exists to elevate legacy Coyote's productivity by migrating to the unified RXO Connect platform. CEO Drew Wilkerson added that top-performer metrics show ample room for further gains. He also confirmed the beneficial spot and project work was concentrated in October and had not continued into November.

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    Bruce Chan's questions to Cenntro (CENN) leadership

    Bruce Chan's questions to Cenntro (CENN) leadership • FY 2021

    Question

    Bruce Chan from Stifel inquired about the 2022 production outlook based on the high December 2021 volume, considering impacts from China's COVID shutdowns and supply chain issues. He also asked about the implications of the recent auditor change, capital allocation priorities for the ~$250M cash on hand, and the expected future geographic sales mix.

    Answer

    CEO Peter Wang stated that while the company is confident in its production pace, it remains extremely cautious due to supply chain, shipping, and lockdown uncertainties, and thus could not provide a 2022 forecast. CFO Edmond Cheng clarified the auditor change was a procedural step following the Naked Brand Group transaction, with Marcum for SEC filings and Wis Australia for Australian IFRS compliance. Cheng also outlined capital allocation priorities as securing inventory and funding R&D. CMO Marianne McInerney added that Europe is expected to remain the largest market, accounting for at least 50% of sales.

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