Property and Infrastructure

As copper supply drifts to surplus the metal’s outlook is enmeshed in the Chinese property market. UBS looks at infrastructure plans to transport coal in the Galilee Basin.

Westfield has secured another joint venture and asset selldown. Brokers ask what reward can shareholders expect?

Brokers and analysts see narrowing margins and cap rate compression potential in A-REITS. In picking stocks, preference for earnings growth is maintained.

Yield versus growth in infrastructure as European interest in Australia grows. There’s pressure on retailer margins while insurers, transport outperform and who gains from media reform?

Brokers are focusing away from yield and on the potential growth in Australian Real Estate Investment Trusts.

Lend Lease results were reasonably pleasing to brokers, who find the company benefits from having its finger in a lot of development pies.

REA Group’s strong outlook is well priced in and brokers are keen to know what capital management or acquisition options the company will embark on.

There’s been a lukewarm broker response to Shopping Centres Australasia’s debut on the ASX.

Sydney Airport needs to resolve its tax issues to get clear air but brokers remain confident in the stock.

Brokers are not sticking their necks out too far in estimating how well home building activity will go in 2013, so modest is the key word for those stocks primed for an eventual resurgence.