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

Broker Expectations Flying High For MAp

Aug 26 2010

Macquarie Airports delivered a solid interest result and a special distribution, the combination enough for brokers to reiterate the stock offers value at current levels.


Macquarie’s Conviction And More FY11 Previews

Aug 06 2010

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


The Overnight Report: Some Days Are Diamonds

Jul 23 2010

The earnings season yo-yo shot up last night and even economic data surprised. Dow up 201. (Locked for subscribers until 10:00 AEST)


Previewing FY10 Results And FY11 Outlook

Jul 21 2010

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


A Guide To The Australian Reporting Season

Jul 20 2010

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.


Mining, Construction And Transport Driving Australian Economy

Jun 18 2010

According to CommSec the latest Australian jobs growth data showed the mining, construction and transport sectors have returned as the primary drivers of the Australian economy.


Earnings Downgrades To Drive Further Weakness?

Jun 01 2010

Investors are currently nervous and FY11 earnings estimates may be too high but Citi still sees value in equities at current levels, while GSJB Were outlines its current preferences.


Virgin Bleeds As Qantas Holds Firm

May 31 2010

Falling demand for leisure travel has hit Virgin Blue very hard in a competitive environment, while Qantas is seeing sufficient offset in premium flyer recovery.


Regulator To Standardise Broker Ratings

Apr 01 2010

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


Competition Weighing On Cabcharge

Nov 09 2009

Macquarie’s latest Taxi Tracker survey shows competition in the market is intensifying.



Analyse The Market From A Different Angle