Transport Trends - A Second Wave
Mega trends have been dictating transport sector performance over the last few years. The pandemic saw international travel halt overnight,...
385 Views
Auckland Airport - 1H24 — Ascending into Regulatory Clouds
Auckland Airport (AIA) reported a strong 1H24 result, more than doubling the prior year NPAT, reflective of the recovery in international air...
431 Views
Auckland Airport - A Right Regulatory Ruck
AIA, along with Wellington and Christchurch airports, is currently subject to information disclosure within Part 4 of the Commerce Act.
280 Views
Auckland Airport 1H24 Preview — Capex to the Fore
Auckland Airport (AIA) will report a strong recovery in earnings, given the increase in air traffic over the past 18 months, when it reports its...
313 Views
Equity Strategy - WACC Review; a Lower Rfr and Adding C&ESG
For the first time in three years we are moving our WACC assumptions down. This is driven by a modestly lower (-25 bps) interpolated 10-year...
380 Views