By Nathan Lead
13 September 2021, 10:00 AM
Sydney Airport (ASX:SYD) has received a revised proposal from the Sydney Aviation Alliance. SYD intends to grant the consortium the opportunity to undertake due diligence.
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By Nathan Lead
13 September 2021, 9:00 AM
Aurizon Holdings' (ASX:AZJ) revenue protections and the essential and long-dated nature of its assets make its earnings less correlated with the business cycle, providing a defensive element to a portfolio. Also, its strong cashflows and debt capacity give it flexibility to pursue growth investment and/or undertake capital management initiatives.
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By Nathan Lead
27 August 2021, 7:00 AM
With toll revenues already known, there was no major surprises in the 1H21 result.
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By Nathan Lead
23 August 2021, 9:30 AM
The 1H21 result was evidence of an airport in hibernation, with management doing a good job of managing costs and capital during an awful period for pax.
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By Nathan Lead
13 March 2019, 2:32 PM
Given the compression in total potential return we downgrade our recommendation from Add to Hold
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By Nathan Lead
28 February 2018, 11:55 AM
Here comes the tax man
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