All posts by Nathan Lead
Senior Analyst
Sectors Covered: Infrastructure, Utilities, Banks
By Nathan Lead
10 August 2021, 11:00 AM
Aurizon Holdings' (ASX:AZJ) FY21 result beat expectations, while first-time FY22 earnings guidance was in-line.
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By Nathan Lead
10 August 2021, 10:30 AM
Transurban Group (ASX:TCL) released its FY21 result, with no surprise that COVID-19 travel restrictions continue to hamper traffic and hence earnings recovery.
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By Nathan Lead
20 July 2021, 10:00 AM
June pax data was weaker than we had anticipated, impacted by government movement restrictions as a result of the latest wave of COVID outbreaks.
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By Nathan Lead
15 July 2021, 5:00 PM
In a move that signals optimism for the future, Sydney Airport's (ASX:SYD) boards have rejected the indicative takeover offer.
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By Nathan Lead
05 July 2021, 5:00 PM
Sydney Airport's (ASX:SYD) share price lifted 34% today after receiving a takeover bid.
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By Nathan Lead
26 May 2021, 2:30 PM
APA Group highlighted the significant investment pipeline that it has the capabilities to pursue at their 2021 Investor Day.
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By Nathan Lead
03 May 2021, 10:30 AM
We comment on the key takeaways from the Transurban Group (TCL) 2021 virtual investor day, where TCL's management was bullish that traffic is reverting to pre-COVID-19 levels.
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By Nathan Lead
20 April 2021, 9:30 AM
Sydney Airport is on the recovery path, with domestic pax strengthening. The timing of recovery of the more valuable international pax is uncertain.
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By Nathan Lead
15 April 2021, 4:00 PM
Transurban Group (TCL) painted a picture of varied traffic performance in their March quarter 2021 data. We update our forecast and target price.
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By Nathan Lead
25 February 2021, 2:30 PM
Sydney Airport's FY20 result was broadly as expected, and we are optimistic that pax will be in a sustained recovery phase over the next 12 months. ADD retained.
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