Atlas Arteria

It is often said that when the market takes a hit, that’s the best time to invest, and the COVID-19 pandemic is no different. Since the beginning of this pandemic, 2020 calendar year dividend expectations for the ASX 200 have fallen from ~$73bn to ~$58bn, which is broadly the same level of dividends that were…

If any part of the economy is experiencing a sharp, ‘V-shaped’ recovery, it is car use. A number of ASX-listed companies stand to benefit from widespread avoidance of public transport. Macquarie Securities has ‘outperform’ ratings on toll road operators Transurban Group and Atlas Arteria, online automotive classifieds business carsales.com and auto parts and accessories supplier…