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Why this fundie thinks Transurban is attractive

Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments’ Shane Hurst says, with the post-COVID-19 recovery positioning the business for solid growth.

Lachlan Buur-Jensen | 24th Feb 2023 | More
Reporting Wrap: Treasury Wines & Transurban

August reporting season is in full swing. Here we cover the FY22 results and future outlook for Treasury Wine Estates and Transurban.

Lachlan Buur-Jensen | 19th Aug 2022 | More
Dude, where is my dividend?

In a year of pandemic-forced lockdowns, record high government spending, lower corporate earnings and zero growth in interest rates, asking for a high dividend is a little Oliver Twist-like: “Please Sir, I want some more.” Even the most reliable of “reliable” dividend-paying companies ditched or lowered their dividend payouts because it simply wasn’t feasible to…

Ishan Dan | 18th Nov 2020 | More
  • Road to recovery

    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…

    Drew Meredith | 1st Jun 2020 | More