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TOLL 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, CFA | 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
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...
Lex Hall | 09 June 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
Transurban lifts revenue but profit drops
Stocks
Transurban lifts revenue but profit drops
Transurban's first-half profit has fallen 61.8 per cent to $129 million after its costly acquisition of Sydney's WestConnex motorway scheme.
Lex Hall with AAP | 11 February 2019
Traffic slowdown trims Transurban's fair value
Stocks
Traffic slowdown trims Transurban's fair value
A slowdown in US traffic growth has forced Morningstar to trim its fair value estimate for wide-moat toll road operator Transurban.
Lex Hall | 15 October 2018
How to diversify your portfolio: Global infrastructure
Funds
How to diversify your portfolio: Global infrastructure
Infrastructure may sound like a dry word reserved for technocrats, but in the mind of the investor it's synonymous with tangible assets, predictable...
Lex Hall | 10 August 2018
Transurban profit doubles as revenue rises
Stocks
Transurban profit doubles as revenue rises
Toll road operator Transurban has doubled its annual net profit to $485 million, driven by an increase in toll prices and higher vehicle numbers.
Lex Hall | 07 August 2018