Weekly Reports | Sep 16 2011
Our top ten news from 08 September 2011 to 15 September 2011 (ranked according to popularity).
FNArena dissects the implications of the FY11 result season and considers broker outlooks for FY12. What might those outlooks yield?
Monday 12 September 2011 – 10:08 AM
Weekly update on recommendation, target price, and earnings forecast changes.
Post profit reports last month brokers have updated views on the engineering and contracting sector.
A glance through the latest expert views and predictions about commodities with more sector reviews post Australian reporting season, a list of conviction ideas and some adjustments to commodity price forecasts.
Cochlear has recalled its Nucleus 5 device and brokers have been quick to reassess the stock given the potential impact on both earnings and reputation.
Investment U suggests investors look more closely at cobalt given it is a critical metal to clean energy.
The spot uranium price was again stronger last week as traders and hedge funds moved in to take positions at low levels.
In the wake of the US credit rating downgrade, economists are not convinced the UK can maintain its AAA rating beyond next year.
Forget about a hard landing in China. Forget about weak growth in the US. The current financial turmoil is all about Europe and something has to be done.
Goldman Sachs has initiated coverage on McMillan Shakespeare with a Buy rating, attracted to a solid earnings growth outlook and high returns on equity.