Property and Infrastructure

Leading A-REIT Goodman Group has posted yet another solid result, shining among peers. But how long can the tailwinds last?

Several rail contracts are about to be awarded and success on any or all of the tenders could be a catalyst for re-rating Downer EDI, brokers note.

In the face of low bond yields, weak economic growth and low inflation, brokers assess the sectors which carry some of the best sustainable yields.

A combination of falling demand, oversupply and muted economic growth will lead to Australian house prices falling back over the next three years, BIS Shrapnel forecasts.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Aged care services provider Aveo Group is trading at a discount to peers which Morgans believes is undeserved.

Brokers welcome the lower fee base charged by the manager of Macquarie Atlas but caution that traffic growth on the company’s French toll road may be affected in the wake of the Brexit decision.

The outlook for the Australia Real Estate Investment Trust sector is mixed with brokers upbeat on office assets and US exposure while being cautious about retail centres.

Anxiety over the ability of aged care operators to mitigate proposed government cuts to funding has led to a sell off in the sector. Some brokers downgrade while others suggest a buying opportunity.

UGL has sounded the alarm regarding claims negotiations at Ichthys that are becoming bogged down. Brokers attempt to nail down the realities in the midst of an uncertain outlook.

Brokers welcome the news NextDC has purchased the land need to expand its Brisbane and Melbourne data capacity and a reduced estimate for capital expenditure.