Transport Sector: Two Ports, Too Expensive
Transport SectorTwo Ports, Too Expensive The two listed ports under our coverage, Port of Tauranga (POT) and Napier Port (NPH), provide investors...
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Napier Port: Bond Rate, Congestion and Labour Headwinds; Downgrade to UNDERPERFORM
Napier PortBond rate, Congestion and Labour Headwinds; Downgrade to UNDERPERFORM UNDERPERFORM We downgrade our rating on Napier Port (NPH) to...
525 Views
Dalrymple Bay Infrastructure IPO Trading - Yield Limits Downside, for Now
Dalrymple Bay Infrastructure (DBI from hereon) raised around US$500m in its Australian listing. It is owned by Brookfield Asset Management (BAM...
379 Views
Napier Port: FY20 Result — Sitting Lower in the Water
Napier PortFY20 Result — Sitting Lower in the Water NEUTRAL Napier Port's (NPH) FY20 provided few surprises though outlook commentary highlights...
581 Views
Napier Port: FY20 Result Initial Thoughts
Napier PortFY20 Result Initial Thoughts Napier Port’s (NPH) FY20 result was in-line with company guidance though management’s outlook commentary...
621 Views