ASX:QUBInfrastructure
Did Morgan Stanley’s Upgrade Just Shift Qube Holdings' (ASX:QUB) Investment Narrative?
In the past week, analysts at Morgan Stanley upgraded Australia's Qube Holdings from 'equal-weight' to 'overweight,' citing expectations of improved earnings per share growth for fiscal year 2026. The upgrade was anchored by the outlook for Qube's logistics and infrastructure performance, while the market is considered to have already accounted for current challenges in the resources segment.
The focus on Qube's logistics and infrastructure business highlights industry optimism regarding its...