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
Trucking Yields For K&S Corp
Jun 25 2013
Deutsche Bank and Macquarie see significant value and dividend upside in this lightly covered Aussie transport stock.
Treasure Chest: Qantas Set For Take Off?
May 29 2013
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Citi has reinitiated coverage on airlines with a big positive call for Qantas, joining other brokers on Buy ratings.
Weekly Broker Wrap: Demand For Yield Persists
May 06 2013
Demand for yield is dominating investor choice and this persist for some time. Macquarie questions whether the RBA is being tardy about a rate cut.
Treasure Chest: Will Brambles De-Merge Recall?
Apr 29 2013
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker believes logistics company Brambles is likely to de-merge its information management service, Recall, in a distribution to shareholders.
The Case For Royal Wolf
Apr 24 2013
Analysts are mostly positive on logistics solutions company Royal Wolf, with Moelis the latest broker to chime in with a Buy call.
Weekly Broker Wrap: Europeans Home In On Oz Infrastructure
Mar 18 2013
Yield versus growth in infrastructure as European interest in Australia grows. There’s pressure on retailer margins while insurers, transport outperform and who gains from media reform?
Treasure Chest: More Capital Management For Qantas?
Mar 15 2013
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Qantas is yet to reinstate dividend payments but one broker believes there could be a lot of scope for further capital management ahead.
Qube Solid But Where’s The Upside?
Feb 18 2013
Brokers initiate on Qube as the company presents a solid outlook but has the current share price really captured most of the upside?
Austal Skillfully Navigates Turbulence
Feb 14 2013
Austal, the shipbuilder, is getting more broker attention as it navigates changing and turbulent conditions.
Royal Wolf Whistles Up A Buy Rating
Feb 11 2013
Royal Wolf has attracted attention with the strength and spread of its industrial and resource sector exposure.
