Weekly Reports | Sep 08 2023
Our top ten news from 31 August 2023 to 07 September 2023 (ranked according to popularity).
1 – ESG Focus: The Little Big Things – 29-08-2023 – Miners, Gas Producers, BlueScope, Adbri and Qantas
Friday 01 September 2023
Macquarie counts the cost of capital for the ASX100; Jarden weighs the prospects for heavy emitters; Macquarie also examines where the downstream and upstream insurance emissions buck might stop; IEEFA spies rising credit-rating risk; and Morgan Stanley forecasts growing water capital expenditure for semiconductor and copper industries
2 – Uranium Week: Here They Come
Tuesday 05 September 2023
Buyers of uranium have not waited for the northern summer to end, as had been expected, to move into the market
3 – IDP Education Shifts Into Fastlane Acceleration
Thursday 31 August 2023
Lots of negative speculation preceded, but FY23 results for IDP Education were well received by brokers with technology initiatives suggesting ongoing growth
4 – Rudi's View: Outlook Negative, With Plenty Of Silver Linings
Wednesday 06 September 2023
In this week's Weekly Insights:-Outlook Negative, With Plenty Of Silver Linings-Conviction Calls & Best IdeasBy Rudi Filapek-Vandyck, EditorOne of the stand-out features of the August results season has been the resilience of household spending in Australia, which pr
5 – NextDC Invests For Megatrend Megademand
Wednesday 06 September 2023
Analysts raise target prices for NextDC in the expectation of medium-term growth despite disappointment over FY24 earnings guidance
6 – August In Review: Discretionary Up, Defensives Down
Tuesday 05 September 2023
The ASX200 outperformed overseas indices in August though lost -0.7% on weakness in the utilities and staples sectors, despite a strong performance by discretionary stocks
7 – Post August Reflections
Tuesday 05 September 2023
Tim Boreham reflects upon the August results season in Australia
8 – ESG Focus: Grid Battery Innovation Barrelling Down
Thursday 07 September 2023
Solve the problem of intermittency at a tenth of the cost of existing batteries is about to hit the market, and their implications for the energy industry, energy security, and businesses globally are profound
9 – Weekly Ratings, Targets, Forecast Changes – 01-09-23
Monday 04 September 2023
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
10 – El Nino: Economic And Investment Impacts
Wednesday 06 September 2023
How much do ocean circulation patterns impact economic outcomes and sovereign risk? Rick Stathers and Carmen Altenkirch assess El Nino, the climate phenomenon driving atmospheric circulation in the tropics, affecting everything from GDP to inflation and social stability