Property and Infrastructure

Macquarie’s conviction calls and broker views on the contractor, transport and healthcare sectors.

Is a housing bubble developing in China? Some economists remain worried.

Commonwealth Bank researchers argue that Australian house prices are only overvalued by outdated measures.

Brokers are now making assessments of how the FY10 earning season will fare and what FY11 might bring.

Australian companies begin reporting FY10 results next week. FNArena provides some useful tips for the small investor – what to look out for, and what traps not to fall into.

Stockbrokers seem to be initiating coverage on Peet with a Buy rating.

Westpac has found the majority of Australians believe house prices will rise in the next 12 months, but it’s a smaller majority and price expectations have been tempered.

Strategists at Citi, Macquarie and UBS have outlined a few ideas, good and bad, for short and longer term horizons.

Property developer Peet is considering using external distribution to expand the size of its property syndicates and Citi is positive on the move.

Westpac economist Matthew Hassan sees signs house prices in Australia are due for a breather following some hefty gains over the past six months.