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ROADS News & Analysis

Virus lowers the boom gate on Transurban earnings – for now
Stocks
Virus lowers the boom gate on Transurban earnings – for now
The toll road operator is tipped to get back to pre-pandemic volumes in 2022, says Morningstar.
Mark Lamonica | 13 August 2020
Magellan joins Lazard in gold class for infrastructure
Funds
Magellan joins Lazard in gold class for infrastructure
The upgrade reflects an ability to generate superior returns by spotting companies with essential assets that are immune to competition.
Lex Hall | 06 August 2020
Lazard leads the way in global infrastructure
Funds
Lazard leads the way in global infrastructure
Morningstar now rates the fund gold for its performance, low fees and ability to spot predictable earnings in industrials and utilities.
Lex Hall | 07 July 2020
Where infrastructure funds are hunting
Funds
Where infrastructure funds are hunting
Airports and toll roads are out of favour, but opportunities are appearing in other parts of global infrastructure such as water and...
Glenn Freeman | 30 June 2020
Rebound or rut: 4 defensive plays face covid-19
Stocks
Rebound or rut: 4 defensive plays face covid-19
Toll road traffic will bounce back quickly but it’ll be a few more years before airports return to normal, according to a new Morningstar report.
Lex Hall | 09 June 2020
The case for infrastructure: selling shovels to improve your investments
Stocks
The case for infrastructure: selling shovels to improve your investments
The defensive nature of their earnings means infrastructure stocks provide a level of downside protection.
Ursula Tonkin | 17 March 2020
Earnings: Transurban good first half, but Sydney disappoints
Stocks
Earnings: Transurban good first half, but Sydney disappoints
Transurban has confirmed a higher first-half payout on a toll revenue boost, despite a softening in traffic growth on several Sydney and Melbourne...
Emma Rapaport | 12 February 2020
Mixed fortunes for these 5 dividend plays
Stocks
Mixed fortunes for these 5 dividend plays
Alongside airports, roads and railways are also prized for their dividends.
Glenn Freeman | 23 January 2020
How defensive stocks ride out rate volatility
Markets
How defensive stocks ride out rate volatility
Long-term contracts and high levels of debt are two key factors to understanding the way utilities and infrastructure stocks respond to rate...
Glenn Freeman | 02 May 2019
Low rates, 'yellow vests' drive Atlas to 5pc earnings growth
Stocks
Low rates, 'yellow vests' drive Atlas to 5pc earnings growth
Low European interest rates and French public transport strikes in 2018 drove 5 per cent year-on-year earnings growth for global toll roads operator...
Glenn Freeman | 28 February 2019