Sydney Airport: Regulatory pressures ease

By Nathan Lead

23 October 2019, 5:24 PM

The Productivity Commission's final report was benign for SYD, if not helpful. We view the event as de-risking the investment case, and should contribute to the gap closing between the share price and our 12 month target price.


Superloop: Three out of four ain't bad

By Nick Harris

23 October 2019, 4:29 PM

We believe the CEO and CFO have made significant progress in rightsizing and refocusing the business on value creation for customers and shareholders. We resume coverage post capital raising with an Add recommendation.

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