Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.
The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...
232 Views
Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
331 Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
525 Views
Airportlink M7 Acquisition and Equity Raising. In Depth Analysis
Transurban Group was the logical buyer of the Airportlink M7 toll road in Brisbane as it would complete its southeast Queensland toll road network,...
221 Views
Acquisition Appears Attractive and Track Record Remains Stellar but Upside Seems Limited
Transurban plans to raise A$1.025bn through a 1 for 18 accelerated pro-rata renounceable Entitlement Offer, in order to fund its purchase of...
254 Views