Will Red Chris Add Value To Newcrest?
Brokers perceive Newcrest could add significant value to the Red Chris copper-gold project, in which it has acquired a 70% stake.
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Metcash Hungers For Growth
Metcash has outlined an expenditure program designed to lift all areas of its business over FY20-24. Brokers contemplate the outlook in light of the latest trading update.
Read MoreMore Upside To Come For Link
Costs and depreciation marred the first half result for Link Administration, although brokers are confident that synergies for Link Asset Services should continue working in the company’s favour.
Read MoreOil Outlook Remains Under Tension In 2019
Compliance with the OPEC-led agreement is expected to underpin oil prices in the first half of 2019, while the remainder of the year may be subject to more volatility.
Read MoreMagellan Financial, Simply The Best?
Wealth manager Magellan Financial’s fund flows stood out in the December quarter and a better outlook has prompted several brokers to review their ratings.
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Ansell Embarks On Efficiency Drive
While Ansell is targeting savings by closing three manufacturing facilities, raw material costs remain the key risk for the earnings outlook.
Read MoreElders Expects Growth Despite Dry Conditions
Elders expects to still deliver 5-10% growth in operating earnings in FY19 despite a reduced summer crop and continuing dry conditions on Australia’s east coast.
Read MoreSubdued Outlook For Westpac
Another difficult year looms for Westpac and, while mortgage re-pricing should boost first half performance, slower wealth revenues and further customer remediation are likely to weigh.
Read MoreFortescue Metals’ Product Strategy On Target
First iron ore from the West Pilbara fines will be introduced to the market in December, underpinning a robust outlook for Fortescue Metals in FY19.
Read MoreSaracen On Track For Gold Target
Gold throughput was a record in the September quarter and brokers suggest Saracen Mineral Holdings is on track to meet its production targets.
Read MoreAussies Still Like Being Paid Cash
While the options for cash-less financial transactions continue to expand, the readies in Australian wallets still represent a source of value and aspiration.
Read MoreMaterial Matters: Energy, Titanium And Zinc
A glance through the latest expert views and predictions about commodities. Energy; mining outlook; leading indicators; titanium dioxide; and zinc.
Read MoreWhere Are The Benefits Of Telco Mergers?
Where do the benefits of large-scale mergers in the telecommunications sector lie? The eventual outcome may not be as it appears at first glance.
Read MoreAged Care Moves Into The RC Spotlight
The Commonwealth government is proposing an inquiry into the Australian aged care sector and brokers suspect that prospect, and negative media coverage, will impact on listed stocks.
Read MoreMaterial Matters: Steel, Thermal Coal & Nickel
A glance through the latest expert views and predictions about commodities. Steel; mining & franking; diversified majors; thermal coal; and Nickel Mines.
Read MoreOz Infrastructure Activity Heating Up
Contributions from all levels of government are finding their way to infrastructure projects and analysts suggest construction activity and demand for workers and materials is slowly heating up.
Read MoreMaterial Matters: Platinum, Steel & Miners
A glance through the latest expert views and predictions about commodities. Base metals; platinum; steel/iron ore; and major miners.
Read MoreOffice Remains The Key Pick In A-REITs
The outlook for the A-REIT sector is relatively benign, as brokers note portfolio fundamentals are healthy and gearing is generally low.
Read MoreHeadwinds Persist In Consumer Sector
Online business continues to advance rapidly and this is driving heightened expenditure as retailers adapt. Meanwhile, housing-related headwinds persist for the consumer sector.
Read MoreThe Wrap: Households, Telcos & Healthcare
Household Comfort
Read MoreAustralian Corporate Bond Price Tables
Download related file: Direct-Bonds-Lists-20180712-0914
Read MoreBrokers Tip Rosy Year For Insurers
FY18 is shaping up as the Year of the Insurers with several brokers releasing positive sector round-ups this week after a round of mark-to-market revisions.
Read MoreUranium Week: Stalling Again
Volume in the uranium spot markets was a bit lower last week than the week before but not unreasonable, with 1.3mlbs U3O8 equivalent changing hands in eight transactions, industry consultant TradeTech reports. Volatility was nonetheless lacking, with prices remaining at US$23.00/lb for most of the week.
Read MoreNo Major Correction In House Prices Likely
Slowing growth in house prices will continue into 2019. There may even be an actual decline in some markets, as lending standards are tightened further for new investors and the rising amount of new building drags on the residential market.
Read MoreBumper Supply Constraining Childcare Profits
An increase in government funding for childcare has generated a mixed view about the benefits to parents and flow on to occupancy, and the industry is not overly optimistic about improving profitability.
Read MoreThe Future Of Retail Is Emerging Quickly
Risks continue to mount for Australia’s retail sector. High levels of competition, digital disruption and weak household income growth are limiting expenditure. While population gains are one of the positive aspects, this continues to be outweighed by slower wealth accumulation and high household debt.
Galaxy Finds Solution To Brine Project Funding
Galaxy Resources ((GXY)) has found a neat solution to its funding needs for the Sal de Vida lithium brine project in Argentina, brokers observe. The company has entered a non-binding agreement with POSCO to sell 28% of the Sal de Vida measured and indicated (M&I) resource for US$280m. This will enable Galaxy to largely fund development of the broader portfolio.
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