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Jan 29, 2019
2019 comprehensive review for CF Asia Pacific.
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Jan 29, 2019
2019 comprehensive review for Virgin Australia.
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Jan 29, 2019
2019 comprehensive review for NEXTDC.
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Jan 29, 2019
2019 comprehensive review for Maurice Blackburn.
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Jan 29, 2019
2019 comprehensive review for Lucas TCS.
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Jan 29, 2019
2019 comprehensive review for Sydney Airport.
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Jan 25, 2019
We release our quarterly update on a number of Australian bank and insurance company Tier 2 instruments.
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Jan 25, 2019
We release our quarterly update on a number of Australian PPP projects.
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Jan 25, 2019
We release an update on Transocean following downgrade by Moody’s and release of the early results for the current cash tender offer.
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Jan 25, 2019
We reiterate our recommendation on Moneytech Finance’s BBSW+4.65% notes due April 2022 on the back of the release of the FY18 results.
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Jan 25, 2019
Based in Tullamarine, Victoria, Ansett Aviation (AAT) has a 40-year plus operating
history, commencing from when Ansett Australia and its associated airlines first
conducted pilot training in the 1970s.
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Jan 25, 2019
AusNet Services Holdings Pty Ltd is a wholly owned subsidiary of AusNet Services Limited (AusNet or Group) and is the common vehicle for the Group’s fundraising activities.
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Jan 25, 2019
Extending duration in AUD investment grade (IG) bonds makes sense in the current economic environment where yield curves are expected to shift lower.
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Jan 18, 2019
Last week we looked at events that shaped 2018. This week we will consider what these events imply for 2019 and how investors should position their portfolios.
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Jan 17, 2019
IAMGOLD Corp reported its 2018 operational results, with production volume and cash cost of production in line with guidance. Given current cash balance, the company continues to be net debt free.
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Jan 17, 2019
We have upgraded our recommendation on CF Asia Pacific's 8.35% Notes due 2020 due to recent price movement.
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Jan 16, 2019
Given our overall macro view that 2019 is likely to see increased volatility and a rising probability of a severe correction, this Infrastrucutre sector will likely demonstrate much greater stability given the predictability of its cash flows, as well as its essentiality. This supports our Overweight outlook on the sector for the next 12 months.
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Jan 15, 2019
The underlying credit fundamentals for financials are expected to remain sound in 2019, despite pressure on earnings for both commercial banks and general insurance providers.
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Jan 11, 2019
Adani Abbot Point Terminal is performing slightly ahead of expectations, with current throughput about 10% ahead of prior year. We have revised our recommendation on the 2020 AUD notes to Underperform, due to yield compression as the next call date rapidly approaches. Although the current yield to worst of close to 4% may continue to be attractive to some investors, we believe there is better value in other names in the infrastructure sector. We are maintaining our Outperform recommendation on the 2022 USD notes.
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Jan 10, 2019
Volatility increased in financial markets during 2018 with several geopolitical issues and tensions impacting asset classes and performance. Here we look at some of the key highlights from 2018.
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