Property and Infrastructure

Merrills includes Tabcorp as a “best idea” while Weres notes little interest in REITs. Citi sees strong leading indicators and likes the ad market.

The RBA may have to change the way it approaches interest rates given the dominance of the booming resource states over the sluggish southern states.

Chinese property values are running rampant, suggesting comparisons with 1980s Japan. What would happen if this bubble burst?

In the ongoing process of post-GFC regulatory changes, ASIC is looking to formalise stock broker recommendations in the wake of investor complaints.

ANZ expects house price growth in Australia will continue to be supported by migration and improving economic conditions.

Surviving real estate investment trusts are back in focus now the recovery is underway, but brokers are at odds over where potential value lies.

Austock Securities has downgraded Map Group on valuation grounds following changes to the analyst’s model.

Standard and Poor’s has announced changes to the composition of its Australian indices and Myer is seen as a likely winner.

Some stockbroker’s argue investors should forget about Crane Group’s short term earnings outlook and focus on FY12 instead. But not everyone’s buying it.

Leighton Holdings beat market estimate with its interim result but the lack of any upgrade to full year guidance and a soft work-in-hand result sees value becoming a question mark.