toll holdings

Latest news and analysis on toll holdings

Education

Finding opportunities in the topsy turvy world of transportation infrastructure

We have been perplexed by the relative and absolute underperformance of toll roads globally. This is when road volumes in many parts of the world have returned to...
Andrew Maple-Brown
Maple-Brown Abbott
Macro

The emerging plays in infrastructure

In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening...
Edmund Leung
First Sentier Investors
Equities

Transurban: Empty roads, full of promise

Motorways owner Transurban’s (ASX: TCL) half-year earnings report on Thursday was a slight “miss” for analysts, but there's another reason this company should make you...
TCL
Glenn Freeman
Livewire Markets

Bond yield decline drives Macquarie Atlas Roads shares

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Given that valuations at the start of the year were already above-average and earnings expectations are barely positive, one could only put the early 2015...

Perpetual Equity Investment Company
Perpetual Asset Management (Australia)

Record amounts of money headed for PE funds

James Marlay
Livewire Markets
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