Property and Infrastructure

Transurban’s latest traffic and revenue statistics suggest the outlook for the toll road operator remains robust.

Brokers are surprised with the extent of asset sales Vicinity Centres is planning and revisit their forecasts as a result.

Sentiment on residential building; ageing supermarket stores; hospital data; Starpharma advances; LatAm Autos’ builds momentum; HUB24 accelerates.

Stock picks; wealth managers and life insurers; media law reform; potential in Rhipe and SpeedCast; choice in retail A-REITs.

Morgans’ Queensland conference; some benefit from El Nino; telco pricing; gaming machine performance; demand for warehousing.

Lend Lease has de-rated heavily on apartment sale risk that neither management nor analysts believe to be at all elevated.

Australia’s economy; corporate profits; drought; housing sentiment; re-rating A-REITs; hardware; packaging; online; private hospitals; insurers.

Subdued economic indicators; Apple boosts consumer electronics; supermarket networks; insurer brand pricing; A-REITs performance; housing cycle; building materials stocks; Asian gaming junkets; Goldman Sachs initiates coverage on 3P Learning.

Michael Gable of Fairmont Equities suggests defensive REIT Goodman Group is set to rally from its trend support line.

Is the Oz economy in recession?; general insurance outlook worsens; deterioration in asset quality looms; A-REITs underperform.