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Treasure Chest: Magellan Sailing Into Rough Waters?
Nov 25 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Magellan Financial Group has been a runaway winner amongst funds management peers in recent times but has it been caught out by the sudden rotation back into value from growth?
Treasure Chest: Questioning BlueScope Steel Takeover Talk
Nov 24 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The media suggests private equity has its eye on BlueScope Steel, but Citi, for one, questions why?
Treasure Chest: Cochlear Advancing
Oct 27 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Macquarie has its ear to the ground, revealing activity levels have improved substantially for Cochlear in the US, which augurs well for a recovery in sales growth.
Treasure Chest: Transurban Set To Dilute Future Dividends
Oct 15 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Transurban is looking to shore up its balance sheet in difficult times via a capital raising at the asset level
Treasure Chest: TechnologyOne Stumbles
Oct 06 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. As a result of extra provisioning for an adverse finding in an unfair dismissal case, TechnologyOne now expects results at the lower end of guidance
Decision On Santos’ Narrabri CSG Project Nears
Sep 28 2020
As a critical decision on Santos’ Narrabri project nears, brokers note the company has several other irons in the fire which can generate cash flow and growth
Treasure Chest: Aristocrat’s iGaming Prize
Sep 23 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. US casinos are fast recovering from pandemic-induced closures while the introduction of iGaming is expected to further support the fortunes of Aristocrat Leisure.
Treasure Chest: Easier 2021 Ahead For Costa
Sep 21 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The road ahead in 2021 appears smoother for Costa Group after several years of major capital investment and as 2020 moves to the rearview mirror
Treasure Chest: Is a2 Milk In Danger?
Sep 10 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Elevated inventory accrued during the height of the pandemic has led to de-stocking of infant milk formula product in China. Is a2 Milk in danger of more permanent disruptions?
Treasure Chest: Growth Spurt For Life360
Sep 07 2020
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Life360 is in a strong position to capitalise on its opportunities, revealing a strong growth outlook even in the midst of the pandemic.
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