All posts by Nathan Lead
Senior Analyst
Sectors Covered: Infrastructure, Utilities, Banks
By Nathan Lead
10 November 2022, 7:00 AM
National Australia Bank's (ASX:NAB) FY22 result was below our forecast but in-line with consensus.
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By Nathan Lead
08 November 2022, 8:30 AM
We viewed Westpac Banking Corp's (ASX:WBC) FY22 performance as at or above expectations.
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By Nathan Lead
19 October 2022, 7:30 AM
We expect financial performance over the short term to benefit from the sugar hit of rising interest rates, excess liquidity, and a benign credit risk environment.
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By Nathan Lead
01 September 2022, 10:00 AM
Atlas Arteria (ASX:ALX) released its 1H22 result, provided first-time guidance for the next two distributions and an update
on the IFM takeover approach.
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By Nathan Lead
25 August 2022, 9:00 AM
APA Group (ASX:APA) has high quality earnings, a strong balance sheet, CPI-linked pricing, and mitigants to higher interest rates.
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By Nathan Lead
09 August 2022, 8:30 AM
The key factors in the result for Aurizon Holdings (ASX:AZJ) was the softer Bulk result, weaker than expected FY23 outlook, Network macro benefits, and the One Rail acquisition.
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By Nathan Lead
02 August 2022, 10:15 AM
We update our forecast inflation and interest rate assumptions. View our recommendation for five key stocks in the infrastructure sector.
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By Nathan Lead
26 July 2022, 12:00 AM
ALX released its Q2 traffic and toll revenue data, which is the key earnings risk leading into its 1H22 result (due 31 August). Traffic and revenue is recovering broadly in line with our expectations on both key roads (APRR, Dulles Greenway).
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By Nathan Lead
08 June 2022, 10:30 AM
Atlas Arteria (ASX:ALX) looks likely to receive a takeover bid from Infomedia Limited (ASX:IFM).
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By Nathan Lead
29 April 2022, 9:00 AM
The Kemps Creek site deal is better than we had assumed (re: incentive payments) and provides additional warehouse capacity that Silk Logistics Holdings (ASX:SLH) can pursue for growth.
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