MQG delivered an update to the market yesterday saying it would deliver another record quarter of earnings – no financials were given. The market liked the implication but really appeared to latch onto comments around the required $US75trn global infrastructure investment required into 2040 with over 50% on MQG’s doorstep in Asia. Things are looking good at the millionaires factory as the company also looks at opportunities in the green new world, if I was to make a broad comment it would be the ducks are aligning for Ms Wickramanayake et al.
MM is long & bullish MQG
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