Transport
Ferry, barge and cruise business, SeaLink, is managing the transition from the construction phase at Gladstone and broker attention now turns to acquisitions.
Feb 16 2017
Toll road builder/operator Transurban has raised FY17 distribution guidance. While brokers acknowledge the strong growth on offer, questions linger regarding the extent of optimism in forecasts.
Feb 08 2017
Brambles: Brokers In The Dark
Brokers can only speculate on the real issues facing Brambles, but believe they may not be structural, suggesting value following the share price tumble.
Jan 24 2017
Govt Puts Second Airport In Sydney’s Court
The Commonwealth has thrown a curve ball to Sydney Airport, withholding any government funding for the second airport in its notice of intention.
Dec 21 2016
Previous Stories
Potential In Qube But Down The Track
Oct 12 2016
Qube Holdings is developing a solution to the complex and inefficient NSW logistics industry and several brokers point out the company’s longer term potential.
Qube Facing Complex Outlook
Sep 26 2016
The outlook for Qube Holdings is gaining complexity, with the recent contract loss for its Patrick division, while substantial, not considered significant in the longer term.
Prospects Mount For Special Dividend From Air NZ
Jun 14 2016
Air New Zealand will sell down its stake in Virgin Australia to Nanshan Group, and brokers speculate as to what the company might do with the proceeds.
Virgin Australia Outlook Becomes More Uncertain
May 03 2016
In the wake of a decision by Qantas, Virgin Australia is reducing its carrying capacity to offset weaker demand.
Qantas To Lose More Altitude
Apr 19 2016
Michael Gable of Fairmont Equities suggests Qantas has broken down in the short term.
Outlook Cloudy But Aurizon’s Dividend A Key Attraction
Feb 16 2016
Sifting through the first half results, several brokers suggest Aurizon’s dividend yield is too attractive to pass up despite a cloudy earnings outlook.
Transurban Traveling Strongly
Jan 20 2016
Transurban’s latest traffic and revenue statistics suggest the outlook for the toll road operator remains robust.
Strengthening Tailwinds For Qantas
Dec 17 2015
Qantas has revealed its turnaround continues through guidance for first half profits, provoking broker expectations that capital management is in the wings.
Qantas Prepares For Descent
Dec 01 2015
Michael Gable of Fairmont Equities suggests Qantas’ technicals are portending a break down.
MaxiTRANS Gains Traction
Nov 10 2015
Parts manufacturer MaxiTRANS has unveiled operational improvements which Canaccord Genuity believes are a sign the business is stabilising.
