Daily FNArena News - Australia

Poultry producer Ingham’s posted a robust maiden first half and brokers suspect prospectus forecasts may be beaten.

Wealth manager Challenger’s first half results mark a shift to longer duration annuities and brokers mull whether the company requires more equity.

Several brokers question whether electronics retailer JB Hi-Fi is too reliant on a smooth integration of The Good Guys in its outlook.

Brokers brushed aside a robust first half result for Aurizon, instead looking at the issues which cloud the outlook beyond FY17.

Confidence in the near-term prospects for Blue Sky Alternative Investments is supported by strong growth in institutional clients.

Brokers retain a positive outlook for REA Group’s core online real estate classifieds in Australia and believe the offshore business will take a little time.

Online automotive business Carsales.com posted a messy first half result, leaving brokers questioning whether earnings momentum is losing traction.

Toll road builder/operator Transurban has raised FY17 distribution guidance. While brokers acknowledge the strong growth on offer, questions linger regarding the extent of optimism in forecasts.

National Australia Bank’s first quarter update held few surprises. Revenue growth was subdued and brokers are mindful of the challenges in maintaining the dividend pay-out.

Inefficiencies plagued James Hardie in the December quarter and FY17 guidance is downgraded. The key is whether the company continues to take US market share and secures price increases.