AusNet Services: Taking the pedal off the metal By Nathan Lead, 13 March 2019, 2:32 PM Given the compression in total potential return we downgrade our recommendation from Add to Hold
Aurizon Holdings: 1H19 result By Nathan Lead, 12 February 2019, 12:45 PM Revenue recognition affected 1H19
Reporting season preview: Infrastructure & Utilities By Nathan Lead, 05 February 2019, 4:25 PM I discussed the Infrastructure & Utilities sectors with the Morgans network ahead of reporting season, including my key stock picks leading into the results.
APA Group: Knocked out in the prelims By Nathan Lead, 09 November 2018, 12:26 PM The Treasurer's preliminary view seems to squash CKI's takeover bid for APA.
Cleanaway Waste Management: Don't waste this opportunity By Nathan Lead, 25 October 2018, 8:30 AM The recent share price decline provides a buying opportunity. We upgrade from Hold to Add.
Atlas Arteria – Strong traffic growth on the APRR continues By Nathan Lead, 25 July 2018, 1:49 PM The June quarter data release provided further evidence of continuing strong growth
Spark Infrastructure – Transgrid final decision By Nathan Lead, 23 May 2018, 12:12 PM The AER released its Final Decision regarding Transgrid’s regulated revenues for the five year regulatory period running from July 2018 to June 2023.
Macquarie Atlas Roads – March quarter traffic and toll revenue data By Nathan Lead, 27 April 2018, 12:54 PM MQA offers an attractive DPS growth profile, with the stock a potential takeover candidate post-internalisation.