By Nathan Lead
12 December 2023, 8:00 AM
We expect Aurizon Holdings (ASX:AZJ) to deliver strong EBITDA growth in FY24 and to a lesser extent FY25-26.
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By Nathan Lead
03 October 2023, 8:00 AM
Atlas Arteria's (ASX:ALC) recent share price decline reflects the material downgrade to distributions receivable by ALX from its key French toll road assets as a result of the proposed new French tax.
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By Nathan Lead
29 August 2023, 8:00 AM
Dalrymple Bay Infrastructure's (ASX:DBI) strong growth in 1H23 was in-line if not slightly ahead of expectations, while the outlook and strategy were unchanged.
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By Nathan Lead
17 August 2023, 8:00 AM
Transurban Group's (ASX:TCL) FY23 result saw strong EBITDA in line with our expectations (but below consensus) and Free Cash below our expectations.
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By Nathan Lead
15 August 2023, 8:00 AM
Aurizon Holdings' (ASX:AZJ) FY23 EBITDA in aggregate was as expected, and FY24 EBITDA growth guidance had already been provided.
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By Nathan Lead
24 July 2023, 8:00 AM
Atlas Arteria (ASX:ALX) has released its Q2 traffic and toll revenue data, thus completing the 1H23 revenue picture heading into its 1H23 result scheduled for release on 31 August.
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By Nathan Lead
21 July 2023, 8:30 AM
This week Aurizon Holdings (ASX:AZJ) hosted its investor day and asset tour in Darwin.
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By Nathan Lead
11 July 2023, 8:00 AM
We update our modelling for infrastructure stocks under our coverage ahead of the August reporting season, particularly for the significant shift in market interest rates impacting the cost of debt.
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By Nathan Lead
05 July 2023, 8:00 AM
We downgrade Aurizon Holdings (ASX:AZJ) from ADD to HOLD, given recent share price strength has compressed total return potential.
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By Nathan Lead
22 June 2023, 8:00 AM
The key new information we took from Cleanaway Waste Management’s (ASX:CWY) latest deep dive session was the deterioration in attractiveness of CWY’s Energy-from-Waste projects.
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