All posts by Nathan Lead
Senior Analyst
Sectors Covered: Infrastructure, Utilities, Banks
By Nathan Lead
25 October 2018, 8:30 AM
The recent share price decline provides a buying opportunity. We upgrade from Hold to Add.
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By Nathan Lead
24 October 2018, 10:19 AM
September quarter traffic/toll revenue data
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By Nathan Lead
25 July 2018, 1:49 PM
The June quarter data release provided further evidence of continuing strong growth
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By Nathan Lead
23 May 2018, 12:12 PM
The AER released its Final Decision regarding Transgrid’s regulated revenues for the five year regulatory period running from July 2018 to June 2023.
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By Nathan Lead
27 April 2018, 12:54 PM
MQA offers an attractive DPS growth profile, with the stock a potential takeover candidate post-internalisation.
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By Nathan Lead
17 April 2018, 11:06 AM
Assessing the March Quarter traffic update
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By Nathan Lead
11 April 2018, 1:38 PM
High conviction
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By Nathan Lead
02 March 2018, 10:52 AM
Hang on for the ride
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By Nathan Lead
28 February 2018, 11:55 AM
Here comes the tax man
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By Nathan Lead
15 February 2018, 9:10 AM
Delivering growth
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