Rio Tinto attributed a reduction in its Pilbara iron ore guidance for 2017 to the AutoHaul project but several brokers suspect it is more about value over volume.
Oil Search’s two major growth projects are a year away but the company has piqued broker interest with its comments about possible co-operation between the two ventures.
Weekly Update on ASX-listed companies buying in their own stock.
Transurban maintains a strong mix of growth projects and toll road earnings in the March quarter, with several brokers listing the stock as a key pick in the sector.
Most brokers are forgiving Amcor for undermining a 20% return target for the acquisition of South American packaging company, Alusa, given the size of the business.
Regis Resources has improved the reliability of its production profile and cash flow has lifted but several brokers suspect valuation is stretched.
Telstra has sold most of its stake in Chinese online automotive business, Autohome, and brokers look forward to the prospects of a further share buy-back.
Have coal prices now seen their cyclical lows or are declines structural? The answer is important to an efficient but debt-heavy Whitehaven Coal.
Bendigo & Adelaide Bank has provided some insights into its position in the banking sector, highlighting its customer focus. Yet brokers are unsure about its growth profile.
Fortescue Metals benefitted from a stronger iron ore price in the March quarter but brokers doubt the rally will be sustained.