While it remains to be seen, one brief media report I read last night in the flurry of Budget comment (either in 'The Oz' or 'AFR' said without going into specific that 'transport stocks' would 'benefit from inflation' as they can pass through price rises.
There will always be other factors involved such as the levels of competition and demand, but pass the popcorn as we watch.
LAU General Discussion, page-21
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