Budget speculation

With the recent speculation that the upcoming budget will provide funds for infrastructure what companies should benefit ?

A: Thanks for the question.

I guess it depends a little on the quantum and type of infrastructure spending, the timeframe (how soon), and whether the news is already priced in.

I can think of 3 types of companies that could potentially benefit:
a) The listed infrastructure operators such as Transurban, Sydney Airports, APA Group etc;
b) The construction companies, such as CIMC, Lend Lease, possibly Downer EDI; and
c) The materials providers (cement, concrete etc)– such as Adelaide Brighton, Boral etc.

Regards,

Paul


Read Answer