Can Banks Re-Rate Any Time Soon?
Banks are awash with cash yet still finding it difficult to engage in their key business, lending. Are there green shoots appearing?
Read More
High Expectations For Rio Tinto Cash Flow
Record iron ore prices mean strong cash flow and dividends are anticipated from Rio Tinto, outweighing a difficult quarterly production outcome.
Read MoreTurnaround In Live Events Boosts Audinate
The outlook for Audinate’s market leading AV technology has improved amid a global turnaround in live sound and events.
Read MoreMaterial Matters: Metals, Oil & OPEC
A glance through the latest expert views and predictions about commodities: steel, Russian base metals, oil & OPEC, and green aluminium.
Read MoreAs Panic Wanes What’s In Store For Retailing?
There were many positives generated for retailing by the pandemic. What could be short term and what could be longer-lasting impacts?
Read MoreMaterial Matters: Coal, Base Metals & Iron Ore
A glance through the latest expert views and predictions about commodities: drilling; thermal coal; base metals; iron ore; and potash.
Read MoreInsurers Grapple With Costs And Competition
As Victoria’s floods signal the end of FY21, Australia’s general insurers are having to grapple with price pressure on reinsurance as well as heightened competition in some segments.
Read MoreIron Bridge Costs Up But Fortescue Is Forgiven
Stellar iron ore prices are supplying plenty of cash flow for Fortescue Metals so a modest lift in project costs has not induced panic.
Read MoreSt Barbara’s Outlook Loses Its Lustre
St Barbara has disappointed the market with another downgrade to gold production guidance, although some believe this will be the low point.
Read MoreLiberty Financial Befriends Risk
Liberty Financial has bright prospects, amid a rebound in mortgage lending and more concentrated areas of risk, even if credit conditions tighten again.
Read MoreRobust Property Profile Underpins CSR
Property sales and resurgent building activity are the keys to CSR, reflected in healthy FY21 results and strong dividends.
Read MoreCity Chic Throws Off The Winter Blues
After a winter of lockdowns and pandemic blues, summer is underway in the northern hemisphere and this brightens the outlook for City Chic.
Read MoreWill Cost Pressures Surface At Amcor?
Amcor provided a robust update for the nine months to March yet detail is lacking on just how cost pressures will pan out.
Read MoreAnother Upgrade Ensues From Charter Hall
Charter Hall has made a habit of upgrading guidance then beating this at the result. Now, FY21 has been upgraded for the third time.
Read MoreHigher Demand A Prospect For Ansell
Ansell has been a beneficiary of the pandemic, causing another upgrade to earnings guidance. Is permanently higher demand for protective gloves a prospect?
Read MoreHeightened Prospects For Iluka Resources
Consumption of product derived from mineral sands during the pandemic augurs well for Iluka Resources, although border closures deliver challenges.
Read MoreCoronado Beset By Poor Prices, Higher Costs
The outlook for Coronado Global Resources has been stymied by a weak March quarter featuring poor price realisation and higher costs.
Read MoreBapcor Steering Earnings Growth Beyond FY21
Bapcor is in the front seat, amid confidence in the company’s ability to drive earnings growth beyond the stimulus that underpinned FY21.
Read MoreEagers Automotive Enjoys Luxury Conditions
Eagers Automotive is experiencing a rare combination in the automotive sales industry – tight supply and strong demand. Will it last?
Read MoreBetter Lithium Prices Enhance Orocobre
A strengthening lithium price has substantially improved the outlook for Orocobre as it expands its production profile over 2022.
Read MoreGalaxy Resources Spices Up Sal De Vida
Amid burgeoning lithium prices Galaxy Resources has outlined a development plan for Sal de Vida that exceeds expectations on most metrics. What could possibly go wrong?
Read MoreIs Zip Co Primed To Zap Lower?
Growth is stellar for payments operator Zip Co, particularly in the US, but is it being primed for a fall?
Read MoreEML Payments Targets The Open Banking Pillar
In a further move to diversify its earnings streams, EML Payments is expanding into open banking.
Read MoreSantos Goes Ahead With Barossa
Santos has given a green light to the Barossa gas/LNG project, underpinning confidence in the outlook.
Read MoreAGL’s Plans For Separation
AGL Energy has decided on a parting of ways and will separate its business into two. As always, the devil will be in the detail.
Read MoreSunny Outlook For Select Harvests
Despite the NSW floods almond harvest volumes at Select Harvests are unchanged, although softer prices have driven a reduction in earnings forecasts.
Read MoreSpotlight Falls On Financial Platform Earnings
ANZ Bank is probably looking for a significant reduction in the rate paid to financial platform providers, which is likely to have a significant impact on earnings
Read MorePremier Investments Reaps Margin Bonanza
Rental reductions and government subsidies underpinned strong first half earnings for specialty retailer Premier Investments. Yet, how will growth stack up in the second half, or FY22?
Read MoreComputershare Hikes Long-Term Potential
Computershare will break into the US corporate trust industry with a substantial acquisition promising long-term earnings potential.
Read MoreMore Gas For Beach Energy?
Beach Energy has found gas in its Artisan exploration well although other fields supplying Victoria’s Otway plant are considered more promising.
Read MoreHow Can AGL Energy Broaden Its Appeal?
An oversupply of electricity looms, putting pressure on wholesale power prices. Could separating Loy Yang A be the panacea for AGL Energy?
Read MoreWill Commonwealth Bank Stir Up BNPL?
Can Commonwealth Bank’s entry to the BNPL industry with its own virtual card upset the current operators? Will this create churn?
Read MoreQantas On Recovery Route, Profits A Bit Longer
A vaccine, re-opening of domestic borders and a tourism support package are stimulating renewed interest in Qantas. How will this play out for a return to profit?
Read MoreLift In Exploration Augurs Well For ALS
As the outlook for minerals exploration improves and concerns over the economic impact of the pandemic ease, the laboratory services of ALS Ltd will be in demand.
Read MoreEclipx On Route To Stellar Earnings
Despite the constraints created by a shortage of new cars, robust used car prices have ensured Eclipx can deliver substantial earnings growth.
Read MoreBumper Outlook For Elders
Improved farm income from bumper crops is good news for Elders, while livestock & wool conditions should also contribute to earnings growth.
Read MoreRadio Recovery Lights Up Southern Cross Media
A glimmer of light is emerging for Southern Cross Media as radio markets start to recover and a return to dividends is now on the horizon.
Read MoreSeasons Greet Nufarm Warmly
The seasons have changed for Nufarm, for the better, generating a welcome return to a profitable outlook.
Read MoreWill Harvey Norman’s Purple Patch Prevail?
As demand for home-based goods continues apace Harvey Norman is in a purple patch. How long will such buoyant times prevail?
Read MoreIs Afterpay Overvalued?
Afterpay’s rapid global expansion has taken the market by storm but not all are convinced of its value.
Read More