Regulated Companies - The Relevance of RAB Multiples
RAB multiples (enterprise value divided by regulatory asset base) provide a useful means of valuing and sense checking valuations for regulated...
585 Views
Transport Trends: Bare Feeling From De-Stocking
The transport industry's road to normalisation, after the disruption of the past three years, is increasingly being influenced by the deteriorating...
350 Views
Transport Trends: Nothing Normal About the Normalising
The industry is normalising, but from different angles and at a different rates: Abnormal gains in international freight are unwinding rapidly,...
680 Views
Transport Trends: Mixed Bag
The post-pandemic world is a mixed bag for the transport sector: aviation is enjoying an expected and much needed resurgence; global airfreight...
392 Views
Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More
In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls
447 Views