The Morning Mail
On the Wednesday edition of the Morning Mail, Nick Gordon is joined by Evans and Partner’s Research Analyst, Chris Hernandez.
The focus of today’s conversation is two stocks that have been part of the Evans and Partners model portfolio, Sydney Airport (SYD) and the Transurban Group (TCL). Chris comments on traffic numbers both internationally and domestically touching on the impact of a leap year and cyclone Debbie. Chris mentions the expected the rejection of the Western Sydney Airport project before moving on to discussing Transurban. He gives a brief overview of traffic growth on TCL toll roads in Sydney, Melbourne and Brisbane briefly commenting on potential growth in the US and project opportunities.