Weekly Reports | May 25 2012
Our top ten news from 17 May 2012 to 24 May 2012 (ranked according to popularity).
With the interim result season now complete, and euro-fear having re-emerged, bank analysts have reviewed their Australian banking sector outlooks.
Spot uranium traders are awaiting news on term contract tender wins while the US government has created controversy by extending its program of selling stockpiled tailings into the market.
Ahead of the Herd's Rick Mills anticipates another significant round of global monetary stimulus, feeding into the prices of gold and other commodities.
Monday 21 May 2012 – 10:18 AM
Weekly update on recommendation, target price, and earnings forecast changes.
Your Editor responds to a question from an FNArena subscriber and shares his response with readers and investors here and elsewhere.
China has backed off its iron ore imports sending prices lower over the past month but while short term weakness may persist, analysts suggest a positive outlook remains in place.
Robert Clayton of GTL Management suggests a four-year pattern is offering downside risk for BHP.
Cash flow and balance sheet pressures have weighed on the Paladin share price in recent months but some brokers see significant upside as these measures and uranium market sentiment improve.
Investment Manager Alphinity sees short-term upside in Chinese steel production but a longer term slowing of the Chinese production growth rate. However the big growth opportunity is in LNG.
By Rudi Filapek-Vandyck, Editor FNArena There is (much) more to commodities than growing demand from awakening economies in Greater China and elsew