Archive
Research & Markets
Recent Publications
Asciano (AIO) - The Long & Winding Road
We retain our Neutral view.
Please login to read the full article
Asciano (AIO) - Lacking Catalysts
Whilst not expensive on FY12 metrics, we downgrade to a Neutral view.
Please login to read the full article
Asciano (AIO) - Next Up: GAPEX & Capex
Absent a business portfolio decision, there is still potential for further cost savings & capex reductions to be announced: we stay Positive.
Please login to read the full article
Asciano (AIO) - Really Mullen The Options Now
With the Board taking a firm grip on strategic direction, the potential for more significant portfolio restructuring has increased.
Please login to read the full article
Asciano (AIO) - When It Rains, It Pours
We cut our EPS forecasts by 3-9% but maintain our Positive recommendation.
Please login to read the full article