Property and Infrastructure

Weekly update on recommendation, target price, and earnings forecast changes.

Weekly update on recommendation, target price, and earnings forecast changes.

Macquarie has revised its views for the year ahead, UBS sees some yield value, updates on the residential, materials and construction sectors and how US investors view the Australian market.

Surveys by Barclays Capital and BA Merrill Lynch suggest global investor sentiment is rising, but market and sector specific conditions mean stock picking remains important.

Scope for asset sales and strategic improvements to deliver upside and enhance distributions is enough for Moelis to rate Centro Retail as a Buy.

Weekly update on recommendation, target price, and earnings forecast changes.

Strong balance sheets and locked in revenues should ensure further solid results for Australian REITs, with brokers updating their preferred exposures for the sector.

Post the Australian interim reporting season securities brokers have adjusted model portfolios for expected conditions in coming months.

Interim results from Australian REITs highlighted the defensive nature of group earnings and showed an increased focus on shareholder returns. Brokers have updated preferred exposures.

Weekly update on recommendation, target price, and earnings forecast changes.