Senior Research Analyst Tony Wilson joins David on the Morning mail today during this busy week for our research team.
Airports and ports operator Australian Infrastructure Fund reported their result for the last financial year yesterday. While Tony retained his positive research view, he has reduced his valuation slightly. We discuss the result in more detail, and what the market will be watching for over this financial year.
We also cover the result from Super Cheap Auto Group Ltd which operates four businesses across the retail sector. Tony has changed his recommendation from positive to neutral for the company following its strong share price performance recently.
