All posts by Nathan Lead
Senior Analyst
Sectors Covered: Infrastructure, Utilities
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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By Nathan Lead
16 February 2021, 1:00 PM
Long-term earnings downgrade due to the weaker Coal earnings partly offset by Bulk growth and lower overheads. Price target declines due to forecast changes.
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By Nathan Lead
11 February 2021, 9:30 AM
Analysis on energy infrastructure, transport infrastructure and waste management stocks ahead of Reporting Season First Half 2021. Watch now.
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By Nathan Lead
11 January 2021, 4:04 PM
We make adjustments to our forecasts in advance of SYD’s FY20 result. Looking ahead for the next 12 months we are
optimistic that pax will be in a sustained recovery phase given vaccine roll-out
plans.
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By Nathan Lead
07 January 2021, 12:00 PM
Initiation of Coverage – In the current low interest rate environment, income-oriented investors will be attracted to Dalrymple Bay Infrastructure's (ASX:DBI) high cash yield (8.7%) and commitment to 1-2% pa growth.
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By Nathan Lead
19 October 2020, 12:00 AM
We make immaterial changes to our forecasts. 12-month target price reduces, as we factor in a more conservative valuation on the Above Rail business.
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By Nathan Lead
10 September 2020, 1:59 PM
This month, I add Sydney Airport (ASX SYD) to the Morgans Best Idea's for September 2020.
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By Nathan Lead
17 August 2020, 10:30 AM
Still suffering from COVID
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By Nathan Lead
05 August 2020, 10:00 AM
In this update, I highlight APA Group (APA), Ausnet Services (AST), Spark Infrastructure Group (SKI), Atkas Arteria (ALX), Aurizon Holdings (AZJ), Sydney Airport (SYD), Transurban (TCL), Bingo Industries (BIN), Cleanaway Waste Management (CWY), Qube Holdings (QUB), as well as the CPI, CGB10 and BILL90.
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By Nathan Lead
28 July 2020, 11:00 AM
We preview our expectations for 56 stocks that will report their results in August.
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