Weekly Reports | Apr 26 2013
Our top ten news from 18 April 2013 to 25 April 2013 (ranked according to popularity).
Buyers hunting bargains and sellers hunting cash saw the uranium price pull back a little more.
If we have entered a new regime for the gold price then gold miners' costs are very much in focus, and not all miners will be cashflow positive.
With a return to volatility in equity and commodities markets this past couple of weeks, brokers have reassessed their Australian equity strategies and stock selections.
Moelis is one broker seeing share price upside for M2 Telecommunications once the benefits of recent acquisitions start to flow though.
The outlook for Australian engineers & contractors is bleak. Those with economic infrastructure exposure may be best placed.
Weekly update on recommendation, target price, and earnings forecast changes.
Monday 22 April 2013 – 10:56 AM
Analysts look at just which Australian stocks are best placed as consumer appetites grow and housing recovers.
Jonathan Barratt of Barratt's Bulletin will not call a bottom for gold just yet but makes the argument as to why a bottom may have been found.
Peter Switzer of the Switzer Super Report takes issue with those who have long suggested China is a disaster waiting to happen.
Commonwealth Bank analysts take a look at the vast cheap coal resources which are key to the significant growth in Chinese aluminium capacity.