On the Morning Mail today, David is joined by the Head of Research at Evans and Partners, Paul Ryan.
QR National Ltd announced their first half result yesterday after their brief period of being a listed company. Part of the result included upgraded earnings guidance from the company, as well as details of capital expenditure to date and the impact of the recent adverse weather conditions on their operations.
Separately, Asciano Ltd announced their half year results last week. Paul summarises the result, including his investment recommendation and what the key challenge is for the company over the coming months.
