Sector Update: Industrials

By Nathan Lead

25 June 2020, 4:44 PM

In this update, I comment on Sydney Airport (ASX:SYD) and my perspective on their future outlook. Additionally, I talk about Transurban (ASX:TCL) and what their latest distribution and traffic update means for investors.

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Sydney Airport: Regulatory pressures ease

By Nathan Lead

23 October 2019, 5:24 PM

The Productivity Commission's final report was benign for SYD, if not helpful. We view the event as de-risking the investment case, and should contribute to the gap closing between the share price and our 12 month target price.

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