Daily FNArena News - Australia

Analyst Rodney Lay puts ASX-listed commercial real estate (CRE) private lending providers under scrutiny. The Independent Investment Research monthly update on Australia’s listed investment trusts is included

Spark New Zealand has outlined its strategy out to FY23, including completing a roll-out of 5G while expanding its wireless offering and digital analytics

While shares have rallied from March lows, there are several sectors of the market awaiting a V-shaped recovery.

The UK has taken the first step in clarifying insurance coverage for businesses interrupted by the pandemic. What are the implications for Australia’s insurers?

Macquarie Group has confirmed the prospect of a weak first half, with a continued focus on provisioning and supporting clients through the pandemic.

The current state of the economy suggests a recovery for Australia’s banks is likely to be a drawn-out affair, featuring margin headwinds, weak credit growth and elevated costs.

CSL is highly likely to be looking for other avenues of revenue to meet targets in FY21, given a prospective shortfall in plasma collections.

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

The malaise that is the Australian Listed Managed Investment sector needs a clean up, and Independent Investment Research analyst Rodney Lay is here to provide some guidance.

Consumers shopped in larger quantities, less frequently and increasingly online during the height of the nationwide lockdowns. The question now is: which trends will persist and which stocks will benefit as restrictions ease?