All posts by Nathan Lead
Senior Analyst
Sectors Covered: Infrastructure, Utilities, Banks
By Nathan Lead
25 June 2020, 4:44 PM
In this update, I comment on Sydney Airport (ASX:SYD) and my perspective on their future outlook. Additionally, I talk about Transurban (ASX:TCL) and what their latest distribution and traffic update means for investors.
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By Nathan Lead
14 May 2020, 7:22 PM
Listen to analysis on APA Group (APA), Aurizon Holdings (AZJ), Cleanaway Waste Management (CWY) and Qube Holdings (QUB)
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By Nathan Lead
21 April 2020, 1:35 PM
Morgans Senior Analyst Nathan Lead comments on Sydney Airport (SYD) following its business update on 20 April.
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By Nathan Lead
17 April 2020, 5:40 PM
Senior analyst Nathan Lead discusses his latest views on Transurban (TCL) following the release of its March quarter traffic data.
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By Nathan Lead
17 April 2020, 4:45 PM
Senior analyst Nathan Lead discusses his latest views on Aurizon (AZJ) following the release of its March quarter haulage data.
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By Nathan Lead
09 April 2020, 11:50 AM
Sydney Airport (ASX:SYD) may undertake a capital raising like Auckland Airport (ASX:AIA), as well as interesting insights from a briefing by Melbourne Airport.
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By Nathan Lead
02 April 2020, 1:45 PM
COVID-19 has significantly impacted traffic on TCL’s roads. We assume a full recovery does not occur until CY22.
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By Nathan Lead
19 March 2020, 11:50 AM
Morgans Senior Analyst Nathan Lead provides an update on the Infrastructure sector, with focus on APA Group (ASX:APA), Transurban (ASX:TCL) and Sydney Airport (ASX:SYD).
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By Nathan Lead
24 February 2020, 12:30 PM
The 2H19 result was solid. Developments in commercial were positive. Delay in providing FY20 DPS guidance was a surprise (we ultimately expect 40 cps).
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By Nathan Lead
12 February 2020, 1:20 PM
Although Aurizon (ASX:AZJ) faces a low growth outlook, we think investors will be attracted its dividend yield, significant share buyback initiative, and valuation support. We maintain our ADD.
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