3 Logistics Stocks Riding Global Trade And AI Freight Demand

Container ports are filling, AI hardware is criss-crossing oceans, and global trade forecasts through 2029 hint at a logistics network that is anything but quiet. Investors watching this pickup in merchandise flows risk missing a key story if they ignore the listed owners of the underlying infrastructure. This article walks through three stocks from our logistics real assets screener that appear particularly tied to these trade and AI freight trends.

The three stocks highlighted next are only a small sample of what shows up when focusing on listed logistics infrastructure owners. The full screen surfaced 13 more companies with equally detailed stories around cargo exposure, balance sheets, and valuation that are not covered here.

If you want to identify and analyze potential higher conviction ideas across ports, terminals, container lessors, and distribution hubs, head straight to the Listed Logistics Infrastructure & Asset Owners screener.

Overview: Xiamen Xiangyu runs large scale supply chain services, logistics facilities, and multimodal transport that connect Chinese and global merchandise trade flows.

Market Cap: CN¥17.28b

For investors focused on real world logistics assets, Xiamen Xiangyu links ports, parks, and distribution hubs directly to China’s import export cycle. The stock trades on a P/E below local logistics peers while handling hundreds of billions of renminbi in annual cargo value. Potential investment outcomes for this infrastructure owner depend on how one unseen pressure shapes pricing power and margins across those networks.

That unseen pressure on pricing power is where Xiamen Xiangyu’s story really sharpens, and the 3 key rewards and 2 important warning signs could highlight what the market is missing.

Overview: Société d’Exploitation des Ports runs Morocco’s key port infrastructure, handling ships, cargo, storage and digital services that monetize global trade flows.

Operations: The business generates about MAD5.8b in revenue from terminals and ports activity, with essentially all income tied to Moroccan port operations.

Market Cap: MAD55.74b

Société d’Exploitation des Ports is a pure play on Moroccan port infrastructure, where cargo volumes, tariffs and throughput directly shape revenue. The company operates an asset-heavy port platform, and its P/E multiple already reflects a significant amount of positive expectations. Investor attention naturally turns to what might happen if a key assumption about volume-driven pricing power were to change.

If that pricing power assumption ever slips, the 2 key rewards and 1 important major warning sign shows where Société d’Exploitation des Ports could still surprise on throughput and port economics.

Overview: Westshore Terminals Investment operates an export coal terminal in British Columbia, giving investors direct, asset-backed exposure to global bulk trade throughput.

Operations: Westshore Terminals Investment generates about CA$330 million in transportation infrastructure revenue, all from Canadian export terminal activity at Roberts Bank.

Market Cap: CA$2.76b

For this screener, Westshore Terminals Investment matters because throughput at a single export hub turns global bulk demand into fee based cash flow.

“The planned commissioning of the BHP Jansen potash project in 2027 introduces Westshore Terminals Investment to a new commodity stream that could add an additional source of terminal revenue once volumes begin to move through the facility.”

What comes next for Westshore Terminals Investment depends on how one future shift in high margin volumes interacts with today’s coal heavy base.

When that volume mix finally shifts, the full narrative for Westshore Terminals Investment shows how Westshore Terminals Investment could turn new throughput into accelerating cash generation while managing coal related risks.

Curious About What You Might Be Missing?

Fresh ideas often move first. By the time momentum is widely recognized, earlier entry points may no longer be available. Scan these curated stocks while they are still under the radar.

• Spot income workhorses that aim to keep yields flying even when sentiment cools by reviewing the 224 dividend fortresses before the crowd starts chasing payouts.

• Track AI enablers supporting real-world infrastructure and services by checking the 92 AI infrastructure stocks while these picks are still priced as quieter capacity instead of headline stories.

• Identify resilient balance sheets and steady cash generators early by running through the list of solid balance sheet and fundamentals (206 results) before new buying interest changes typical entry ranges.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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