Brokers find picking and choosing A-REITs since the reporting season is mostly about identifying divergent growth trajectories.
Confusion reigns in Australia’s gas market and brokers try to make sense of the outlook for gas supply and prices from the official rumblings.
AGL is at the centre of a political storm, intending to close the coal-fired Liddell power station by 2022, while benefitting from the surge in electricity and gas prices.
EclipX is leveraging its capabilities in corporate fleet leasing to provide a platform for customers to completely manage motor vehicle requirements.
Brokers accept the outlook for Nufarm is improving on several fronts but many suggest the stock is fairly valued. Will acquisitions provide more impetus?
A resilient Premier Investments has highlighted for brokers how high-growth new brands can compensate for the weakness prevailing in apparel retail.
Christmas has come early for shareholders of Rio Tinto, which will increase the purchases of its shares by US$2.5bn, taking the total being bought back in 2017 to US$4.0bn.
Brickworks continues to derive benefit from strong construction activity on Australia’s east coast but, beyond the next 6-12 months, the outlook is more uncertain.
Brokers are positive about the acquisition of GU Corporate Health as it expands coverage in a growing segment, yet nib Holdings still faces an uncertain outlook in mainstream private health insurance.
Brokers assess the outlook for Synlait Milk, which has had a strong run up in its shares on the strength of its relationship with a2 Milk.