Brokers discuss their portfolio preferences following a shift in investor perception during the September quarter.
Contractor Cimic has made a takeover offer for engineering services company, UGL. Brokers are lukewarm about the prospect, suggesting areas of uncertainty exist.
Brokers like the diversity in BT Investment Management but several remain cautious about the outlook, given lingering risks surrounding Brexit.
Bank of Queensland’s result failed to impress brokers given margin pressure and subdued volumes but the outlook has not deteriorated.
Residential aged care provider Estia Health has downgraded FY17 guidance and flagged the potential divestment of non-core assets. Brokers remain cautious about the sector.
FNArena’s weekly update on short positions in the Australian share market.
The managing director’s resignation has sent Syrah Resources stock plunging but brokers are sticking to their belief in the company’s graphite opportunity.
FNArena provides a weekly update of Australian listed corporate bond issues, current pricing and yield data.
Weekly Update on ASX-listed companies buying in their own stock.
Dunn & Bradstreet’s latest survey suggests improvement for Australian businesses through the December quarter, albeit the numbers not as buoyant as they were a year ago.