Auckland Airport's Wide Moat and Attractive Valuation Makes It Our Preferred Pick Versus Sydney
We reiterate our narrow moat rating for Sydney Airport (SYD AU) and wide moat rating for Auckland Intl Airport Ltd (AIA NZ). We believe both enjoy...
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A Closer Look at the Cut to Payout
In our post-reporting season note, we highlighted how payout ratios were cut in FY17 but guided to rebound in FY18. The additional capital from...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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Thailand's Troubled Transition
Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...
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Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
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