TPG Telecom is at a crossroads, awaiting a decision on its proposed merger with Vodafone Australia, and there are significant implications for Telstra as well.
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The expansion strategy of concrete producer Wagners is resonating with several brokers.
A positive premium rate cycle should bring elevated revenue growth for general insurers but brokers note this is being offset by a loss of volume.
Investors remain cautious about Synlait Milk, which has many irons in the fire as it works on diversifying its food service strategy. Major customer a2 Milk is also critical to the outlook.
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
A glance through the latest expert views and predictions about commodities. Gold; platinum; thermal coal; oil; and copper.
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. An earnings contraction may hold AGL Energy back in FY21, as the electricity generation market remains mired in uncertainty.
The Chartist suggests that despite a strong bounce for the Aussie dollar, downisde risk is still very real.
Australia’s real estate investment trusts, as a group, have outperformed the broader equity market but remain relatively subdued, largely because of the dominance of shopping centres.
Australia’s retail sector is at a low ebb. An eagerly-awaited improvement is expected to emerge over the next 6-12 months and brokers assess which stocks may benefit.
