Daily FNArena News - Australia

Does Kogan have an inventory problem? Rising costs and tougher comparables are expected to create a headache for the online retailer heading into FY22

Health insurance claims trends remain benign, suggesting nib Holdings will need to carefully manage expectations around a potential windfall from the pandemic

Consumption of product derived from mineral sands during the pandemic augurs well for Iluka Resources, although border closures deliver challenges

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Opinion differs as to whether a2 Milk will be impacted by sharply declining volumes of infant formula sales in China or emerge from the pandemic with its market share protected by a strong brand

Research suggests investors ultimately benefit from demergers but patience is often necessary, while the latest index changes have gone largely unnoticed

The outlook for Coronado Global Resources has been stymied by a weak March quarter featuring poor price realisation and higher costs

An implied flat 4% capitalisation rate on the $3.8bn bid for Milestone’s unlisted Australian industrials portfolio marks an inflection point for the valuation of REITs with industrials assets exposure

Bapcor is in the front seat, amid confidence in the company’s ability to drive earnings growth beyond the stimulus that underpinned FY21

Bank of Queensland is expected to exceed guidance and looks well positioned to deal with industry headwinds