By Nathan Lead
15 April 2021, 4:00 PM
Transurban Group (TCL) painted a picture of varied traffic performance in their March quarter 2021 data. We update our forecast and target price.
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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
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
17 April 2020, 5:40 PM
Senior analyst Nathan Lead discusses his latest views on Transurban (TCL) following the release of its March quarter traffic data.
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By Nathan Lead
17 April 2020, 4:45 PM
Senior analyst Nathan Lead discusses his latest views on Aurizon (AZJ) following the release of its March quarter haulage data.
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By Nathan Lead
09 April 2020, 11:50 AM
Sydney Airport (ASX:SYD) may undertake a capital raising like Auckland Airport (ASX:AIA), as well as interesting insights from a briefing by Melbourne Airport.
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By Nathan Lead
19 March 2020, 11:50 AM
Morgans Senior Analyst Nathan Lead provides an update on the Infrastructure sector, with focus on APA Group (ASX:APA), Transurban (ASX:TCL) and Sydney Airport (ASX:SYD).
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By Nathan Lead
13 March 2019, 2:32 PM
Given the compression in total potential return we downgrade our recommendation from Add to Hold
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