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Previous Stories

Outlook Should Improve For Inghams

Sep 22 2020

The next six months are likely to be tough for poultry producer Inghams but earnings should then improve as the impact of the pandemic wanes.


Commercial Real Estate Private Lending In Australia – State of Play

Sep 18 2020

Analyst Rodney Lay puts ASX-listed commercial real estate (CRE) private lending providers under scrutiny. The Independent Investment Research monthly update on Australia’s listed investment trusts is included


Spark NZ Aiming To Counter The Growth In Fibre

Sep 17 2020

Spark New Zealand has outlined its strategy out to FY23, including completing a roll-out of 5G while expanding its wireless offering and digital analytics


Positioning Equity Portfolios For Recovery

Sep 17 2020

While shares have rallied from March lows, there are several sectors of the market awaiting a V-shaped recovery.


Reinsurance Key To Insurer Pandemic Claims

Sep 16 2020

The UK has taken the first step in clarifying insurance coverage for businesses interrupted by the pandemic. What are the implications for Australia’s insurers?


Macquarie Group Confirms A Difficult First Half

Sep 15 2020

Macquarie Group has confirmed the prospect of a weak first half, with a continued focus on provisioning and supporting clients through the pandemic.


Bank Recovery Likely To Be Drawn Out

Sep 15 2020

The current state of the economy suggests a recovery for Australia’s banks is likely to be a drawn-out affair, featuring margin headwinds, weak credit growth and elevated costs.


Spotlight On CSL Revenue Targets

Sep 14 2020

CSL is highly likely to be looking for other avenues of revenue to meet targets in FY21, given a prospective shortfall in plasma collections.


FNArena Corporate Results Monitor – 11-09-2020

Sep 11 2020

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments


LMIs In Australia: 3 Ways To Clean Up This Mess

Sep 11 2020

The malaise that is the Australian Listed Managed Investment sector needs a clean up, and Independent Investment Research analyst Rodney Lay is here to provide some guidance.



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