ASX:DOW

The fundies' view on thirty key results this August

Livewire Exclusive

If reporting season has kept you busy, you may have missed the regular commentary on notable results from Livewire's contributing managers, so we’ve pulled them all together for you here. For the fundies' view on results from Afterpay, Netwealth, Telstra, JB Hifi, REA Group, and 25 other key stocks, click... Show More

Business Insights Across the Market

NAOS Asset Management

“Growth in Utilities in the short term will be dominated by wind and solar projects. They do dominate the pipeline. The immature solar supply chain presents the biggest challenge. Water, gas and power distribution will continue to grow, and we expect major investment in upgrading and extending the nation's transmission... Show More

Earnings going up for Downer

Vince Pezzullo

Downer EDI Ltd (DOW) provides engineering, construction and asset management services to customers operating in a variety of market sectors including minerals and metals, oil and gas, power, road and rail infrastructure, telecommunications, utilities and facilities management. Show More

Australia’s infrastructure boom is coming

Patrick Poke

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure construction, which is poised to double over the next few years. Between roads and rail, annual spend is expected to increase to $16B by 2020. Show More

Join the conversation

Infrastructure is the hottest ticket in town

Colonial First State Global Asset Management

Alternative managers are continuing to see increased interest from traditionally conservative clients and it seems infrastructure is the hottest ticket in town. With President Trump’s (still unannounced) plans to drive over $1trn of infrastructure investment in the US, China pledging over US$100bn in investment for “One Belt One Road”, Blackstone... Show More