0046 GMT - RBC Capital Markets sees a big positive in Transurban's A$4.5 billion acquisition of Canada Pension Plan Investment Board's stake in companies that own the Westlink M7, NorthConnex and WestConnex highways in Sydney. Analyst Owen Birrell says a criticism of Transurban following its FY26 result was the lack of incremental portfolio growth over the medium term, in excess of underlying traffic growth and inflation-linked toll rates. "If the transaction closes, then we could potentially estimate an 8% uplift in proportional earnings through FY27-28, and the potential for improved distributable free cash flows and ultimately distributions," RBC says. Transurban is down 1.2% at A$13.08.