Weekly Reports | May 08 2015
Our top ten news from 30 April 2015 to 07 May 2015 (ranked according to popularity).
In This Week’s Weekly Insights:
– BHP/South32: Buy, Hold Or Sell?
– MYOB: The Fun Has Only Just Started
– Insurers: Only About Dividends?
– Share Buybacks – Who’s Doing It?
– Rudi On TV
– Rudi On Tour
BHP/South32: Buy, Hold Or Sell?
B
The recent slip in the spot uranium price became a plunge last week as selling outstripped buying interest. Term contract prices have also fallen
Manganese has suffered a similar fate to iron ore in the slowing of steel production growth but the upcoming South32 de-merger has reinvigorated interest in the outlook for the metal.
Weekly update on recommendation, target price, and earnings forecast changes.
Australia’s economic transition will be significantly hampered by steeper than expected falls in resource sector construction, exacerbated by lower commodity prices, BIS Shrapnel concludes.
FNArena’s weekly update on short positions in the Australian share market.
May is considered a significant month as both companies and analysts harden their views on the upcoming financial year-end earnings reports.
Peter Switzer of the Switzer Super Report explains how the right portfolio can smooth out the risks of market corrections.
Nick Linton-Ffrost of Fifth Wave suggests the technicals suggest further downside for the ASX200, with a break of 5750 implying a move to 5500.
Friday 01 May 2015 – 10:00 AM
Implications from Oz housing boom; gaming in Hong Kong/Macau; accounting changes in retail; Nine & Southern Cross; weak outlook for fertilisers; QCLNG a benchmark.