All posts by Nathan Lead
Senior Analyst
Sectors Covered: Infrastructure, Utilities, Banks
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
15 November 2023, 8:00 AM
Commonwealth Bank (ASX:CBA) released its 1Q24 trading update, with revenue, pre-provision operating profit and cash NPAT flat on the 2H23 quarterly average.
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By Nathan Lead
14 November 2023, 8:00 AM
ANZ Banking Group's (ASX:ANZ) pursuit of Australian home loan growth contributed to a larger earnings decline than expected in 2H23.
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By Nathan Lead
10 November 2023, 8:00 AM
National Australia Bank's (ASX:NAB) earnings decline was more than expected in 2H23 but asset quality remained resilient.
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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
22 August 2023, 8:30 AM
Westpac Banking Corp (ASX:WBC) published its Q3 trading update and regulatory capital disclosures.
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By Nathan Lead
18 August 2023, 9:00 AM
ANZ Banking Group's (ASX:ANZ) Q3 disclosures indicate a strong capital position, reduced risk weighted assets, solid lending growth, detrimental mix change in deposits, mild deterioration in asset quality, and healthy provisioning.
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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, 8:30 AM
National Australia Bank (ASX:NAB) reported a 5% decline in pre-provision operating profit in Q3, mild asset quality deterioration, a strong CET1 capital ratio, and a new $1.5bn buyback.
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