Our guest on the Morning Mail today is the Evans and Partners’ Head of Research, Paul Ryan.
Paul was in Sydney for the Asciano Ltd analyst briefing yesterday. He comments on the current market conditions for the company, as well as flagging what he believes are the key goals/challenges for the company over the coming 12 months. Paul also comments on his valuation and the current share price trading range for the company.
Separately, Paul comments on the other companies within the transport sector that Evans and Partners currently cover: Toll Holdings Ltd and Brambles Ltd.
