Australian Investment Blog

ASX:AZJ 24/05/2018

Aurizon (AZJ) tanking after QCA propose revenue restrictions

Stock

Aurizon (AZJ) $4.27 as at 23/05/18

Event

Aurizon has been in the press during 2018 because of QCA proposed restrictions on their maximum revenue between July 2017 and July 2021 which could see haulage capacity decrease by 10% despite strong conditions in the global coal industry.

Market Matters Take/Outlook

The company is overall healthy reporting a half-year profit rise of over 50% in February, with management maintaining FY18 guidance for underlying EBIT in the range of $900 million to $960 million, however regulated pricing adds complexity.

We like AZJ as an aggressive buy below $4 if the stock attracts EOFY selling.

View the full report 'Time to start considering EOFY, fund managers are! (DMP, AMP, PPT, TLS, AZJ, GNC, QBE, AGL)' here Aurizon (AZJ) Chart

Subscribe to Market Matters Blog

Latest Reports

Weekend report 10/05/2025

Weekend Q&A: Stocks take a well-deserved rest as tariff news improves

The ASX 200 ended a relatively quiet week down just 0.1%, not a bad effort considering ANZ and Westpac (WBC) delivered slightly softer 1H25 results, and WBC traded ex-dividend. Positive tariff news from the UK and US, plus optimism that something positive will come from the pending early talks between the US and China, supported a fairly lacklustre market, which remained in a tight 1.3% range all week. With news flow from Trump 2.0 relatively slow, the market was primarily keying off stock-specific news from reporting and the Macquarie Conference, leading to a very mixed bag in the “Winners & Losers” enclosure:

Afternoon report 09/05/2025

The Match Out: Positive US-UK trade talks fuel ASX rise

Technology stocks led the way today as the market opened a soft +10pts higher but quickly gained momentum following a positive session in the US overnight where risk-on sentiment fueled small caps higher after framework around trade policy between the White House and the UK firmed – a 10% base, though potential rollback of certain tariffs remains in play.