Rudi's View: CBA, Life360, ResMed, Zip & More
Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions
267 Views
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...
504 Views
Auckland Airport - FY23 — The Capex and Opex Show
Auckland Airport (AIA) reported a strong bounce-back in post-COVID profitability in FY23, exceeding the top end of management's guidance band and...
515 Views
Auckland Airport - Reduced Regulatory Re-Pricing Risk
Auckland Airport's (AIA) further regulatory disclosures following its recent aeronautical price setting event (PSE4 for FY23–FY27) suggest lower...
458 Views
Auckland Airport - FY23 Preview — Profits Flying Again
Management's tendency for being conservative in its earnings guidance suggests risk of an upside surprise.Its NPAT range is NZ$125m–NZ$145m which...
232 Views