Daily FNArena News - Treasure Chest

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. CLSA’s bank analysts believe a combination of ongoing regulatory pressure and subdued earnings will result in dividend cuts and further capital raisings by Australia’s big banks.

With ANZ’s payout ratio already above the bank’s target, at least one broker believes the chance of a dividend cut is elevated.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker argues that were Santos to follow Origin and raise capital, the upside thereafter would be substantial.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers discuss Alcoa’s plan to demerge its upstream and downstream businesses, and the implications for Alumina Ltd through the AWAC joint venture.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers do not believe Equifax’s bid for Veda Group is sufficient and Moelis sees a potential battle between two appropriate suitors.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Could Santos sell its stake in PNG LNG? And might Origin be forced to sell off some of its APLNG stake?

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. UBS suspects investors are getting a free ride on Cabcharge Australia.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Canaccord Genuity envisages substantial upside for newly-listed 1-Page.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. In contrast to variously held bearish views on gold producers, Canaccord Genuity argues global gold stocks could be about to enjoy a very strong comeback.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker believes the market’s profit growth expectations for Orica are unrealistic the stock is vulnerable to a rebasing of forecasts.