Weekly Reports | Nov 24 2023
Our top ten news from 16 November 2023 to 23 November 2023 (ranked according to popularity).
1 – ESG Focus: Rounding Up A Psychosocial FY23 Season
Monday 20 November 2023
In FNArena's final instalment for the FY23 ESG reporting season, we round up analysts' observations on of psychosocial safety metrics; reconciliation action plans; modern slavery reporting and gender diversity
2 – ESG Focus: The Little Big Things – 23-11-2023
Thursday 23 November 2023
FNArena (net) zeroes in on green steel developments: the SBTi estimates -14% of steel producers' value is at risk if the industry fails to innovate; much depends on the pace of the green-steel ramp-up; and much more
3 – Rudi's View: Quality In Stocks; What Is It Good For?
Wednesday 22 November 2023
-Quality In Stocks; What Is It Good For?-Conviction Calls & Best Ideas-FNArena TalksBy Rudi Filapek-Vandyck, EditorQuality In Stocks; What Is It Good For?Institutional investors and grey-haired market commentators often refer to it; Quality. But what is it exactly and does it
4 – Rise Of The Machines: AI Has Arrived
Thursday 16 November 2023
There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive
5 – Material Matters: Iron Ore; Copper; Zinc; Lithium
Wednesday 22 November 2023
A glance through the latest expert views and predictions about commodities: China stimulus supporting iron ore, copper; near-term risk for zinc; lithium prices to fall further
6 – Uranium Week: Fifteen-Year High
Tuesday 21 November 2023
Another jump in the spot uranium price last week took it to its highest level since January 2008
7 – Weekly Ratings, Targets, Forecast Changes – 17-11-23
Monday 20 November 2023
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
8 – In Brief: House Prices, REITs, Commodities & Superannuation
Friday 17 November 2023
Weekly Broker Wrap: house prices and affordability, preferred REITs during sector outperformance; commodity forecasts and stock preferences & record lows for superannuation fees
9 – Woodside Energy: Clear Reversal
Tuesday 21 November 2023
Michael Gable of Fairmont Equities notes that after a period of oil price-related weakness, Woodside Energy has gapped up in a clear reversal
10 – In Case You Missed It – BC Extra Upgrades & Downgrades – 17-11-23
Friday 17 November 2023
A summary of the highlights from Broker Call Extra updates throughout the week past