Primer: Sydney Airport (SYD AU) - Apr 2026
Strategic Infrastructure Asset: Sydney Airport is Australia's busiest airport and primary international gateway, possessing characteristics of...
104 Views
Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
755 Views
Auckland Airport Possible Placement - Will Be Very Well Flagged US$540m Block
Auckland Airport just reported its full year results, this in effect frees its largest shareholder, Auckland City Council to progress with its...
961 Views
Lessons Learnt from Investing in Essential Services
The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.
496 Views
Qube (QUB AU): 16th June Vote On MAM's Scheme
Trading tight at a 2.7%/10.9% gross/annualised spread - net of the intrerim divvy - even when factoring in franking credits for those who can take...
334 Views