Daily FNArena News

UBS notes not only toll roads and airports count as exposure to the infrastructure sector, as companies that do the project work also look attractive at current levels.

Credit Suisse and Merrill Lynch have revised their forecasts for Aristocrat Leisure, both brokers maintaining the stock offers upside as the Japanese situation resolves itself in coming months.

The palladium price has far outrun the prices of other precious metals this year. Has it gone too far?

Credit Suisse analysts have downgraded on the expectation that near term growth is under threat. Longer term, however, they see clear value.

Industry consultant BIS Shrapnel has reviewed the Australian construction market and predicts overall activity will fall slightly this year, though the renovation market may have bottomed.

Michael’s contribution to FN Arena’s open forum on internet and news diversity may be just what reader Ted was hoping for.

Intersuisse suggests DataDot Technology (DDT) is well placed to expand its anti-theft technology in the car market, supporting its Speculative Buy rating.

A slightly disappointing production report from Oxiana (OXR) has driven down earnings forecasts as brokers adjust their numbers for the cost pressures accompanying higher metal prices.

This week’s Rudi On Wednesday has provoked some interesting responses. Who wants to join the debate?

David Jones has announced it will open three news stores in coming years, but with the reintroduction of its Dividend Reinvestment Plan the overall earnings boost is seen as minimal.