Atlas Arteria, Auckland Airport Favored Over Transurban as Rates Rise -- Market Talk

Dow Jones

Feb 03

0035 GMT - The Reserve Bank of Australia looks set to begin raising interest rates and that's going to intensify pressure on infrastructure stocks. Jefferies analyst Anthony Moulder acknowledges the disconnect between cash rates in the markets that most debt is sourced from, and the level of Australian 10 year government bonds. Still, the difference between infrastructure yields and the Australia's 10-year bond has narrowed. Jefferies favors Atlas Arteria and Auckland International Airport over toll road owner Transurban. "Transurban remains well-positioned to continue to deliver solid growth in distributions from its existing portfolio," Jefferies says. "However, at the current yield, it remains at a very low premium to the Australian 10 year." (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

February 02, 2026 19:35 ET (00:35 GMT)

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Jefferies analyst Anthony Moulder acknowledges the disconnect between cash rates in the markets that most debt is sourced from, and the level of Australian 10 year government bonds. Still, the difference between infrastructure yields and the Australia's 10-year bond has narrowed. Jefferies favors <a href=\"https://laohu8.com/S/MAQAF\">Atlas Arteria</a> and Auckland International Airport over toll road owner Transurban. \"Transurban remains well-positioned to continue to deliver solid growth in distributions from its existing portfolio,\" Jefferies says. \"However, at the current yield, it remains at a very low premium to the Australian 10 year.\" (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 19:35 ET (00:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Atlas Arteria, Auckland Airport Favored Over Transurban as Rates Rise -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAtlas Arteria, Auckland Airport Favored Over Transurban as Rates Rise -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-03 08:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0035 GMT - The Reserve Bank of Australia looks set to begin raising interest rates and that's going to intensify pressure on infrastructure stocks. Jefferies analyst Anthony Moulder acknowledges the disconnect between cash rates in the markets that most debt is sourced from, and the level of Australian 10 year government bonds. Still, the difference between infrastructure yields and the Australia's 10-year bond has narrowed. Jefferies favors <a href=\"https://laohu8.com/S/MAQAF\">Atlas Arteria</a> and Auckland International Airport over toll road owner Transurban. \"Transurban remains well-positioned to continue to deliver solid growth in distributions from its existing portfolio,\" Jefferies says. \"However, at the current yield, it remains at a very low premium to the Australian 10 year.\" (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 19:35 ET (00:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK8045","symbol_name":"机场服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608811461","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608811461","pubTimestamp":1770078900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0035 GMT - The Reserve Bank of Australia looks set to begin raising interest rates and that's going to intensify pressure on infrastructure stocks. Jefferies analyst Anthony Moulder acknowledges the disconnect between cash rates in the markets that most debt is sourced from, and the level of Australian 10 year government bonds. Still, the difference between infrastructure yields and the Australia's 10-year bond has narrowed. Jefferies favors Atlas Arteria and Auckland International Airport over toll road owner Transurban. \"Transurban remains well-positioned to continue to deliver solid growth in distributions from its existing portfolio,\" Jefferies says. \"However, at the current yield, it remains at a very low premium to the Australian 10 year.\" ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK8045":"机场服务","TCL.AU":"TRANSURBAN GROUP","AIA.NZ":"Auckland International Airport Limited Ordinary Shares","BK7090":"公路与铁路","AIA.AU":"AUCKLAND INTL AIRPORT LTD","BK7102":"机场服务","ALX.AU":"ATLAS ARTERIA","AFH":"Atlas Financial Holdings Inc."},"translate_title":"随着费率上涨，奥克兰机场Atlas Arteria比Transurban更受青睐——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AFH":1.5,"ALX.AU":0.9,"AIA.NZ":1.5,"TCL.AU":0.9,"AIA.AU":0.9},"content_text":"0035 GMT - The Reserve Bank of Australia looks set to begin raising interest rates and that's going to intensify pressure on infrastructure stocks. Jefferies analyst Anthony Moulder acknowledges the disconnect between cash rates in the markets that most debt is sourced from, and the level of Australian 10 year government bonds. Still, the difference between infrastructure yields and the Australia's 10-year bond has narrowed. Jefferies favors Atlas Arteria and Auckland International Airport over toll road owner Transurban. \"Transurban remains well-positioned to continue to deliver solid growth in distributions from its existing portfolio,\" Jefferies says. \"However, at the current yield, it remains at a very low premium to the Australian 10 year.\" (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 02, 2026 19:35 ET (00:35 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}