Weekly Reports | Jul 18 2014
Our top ten news from 10 July 2014 to 17 July 2014 (ranked according to popularity).
Thursday 10 July 2014 – 03:18 PM
The Australian resources sector quarterly production and sales reporting season begins this week. Mining analysts preview their expectations of success and disappointment among mining stocks.
Friday 11 July 2014 – 10:06 AM
Impact of carbon tax repeal; insurer premium growth slows; pick of high yielders, fund managers and technology/telco stocks; and CBA’s wealth advice headache.
A further delay to Japanese reactor restarts and problems for ERA’s Ranger Deeps highlighted uncertainty in a uranium spot market which was again very quiet last week.
DJ Carmichael observes the extraordinary run for Perth-based Liquefied Natural Gas and thinks more upside is in the offing.
Weekly update on recommendation, target price, and earnings forecast changes.
Citi argues the case for an extended bull market, JP Morgan warns of slowing global growth while Merrill Lynch identifies stocks to watch going into the Australian reporting season.
The loss of a key contract has hit Navitas hard but, while brokers drift to the sidelines, most agree the sell off in stock was overdone.
FNArena Editor Rudi Filapek-Vandyck reflects on the many changes re-shaping the outlook for energy companies in Australia.
The Chartist reports the technicals on the spot iron ore price are beginning to suggest a break-up although more work may yet need to be done.
The Chartist reports the technicals for copper show likely further upside to the recent rally.