Weekly update on recommendation, target price, and earnings forecast changes.
JP Morgan analyses some of the differences in the financial make up of four A-REITs. Industria also signals weak conditions in the Brisbane office market.
APRA is expected to shortly increase risk weightings and later this year increase capital ratios which imply capital raisings for the big banks. Brokers discuss the potential impact on bank valuations.
Woolworths has announced an earnings downgrade and the departure of its CEO. To brokers the developments add a great deal of uncertainty to the outlook.
FNArena’s weekly update on short positions in the Australian share market.
FNArena provides a weekly update of Australian listed corporate bond issues, current pricing and yield data.
Noted investor Berkshire Hathaway has forged a deal with IAG and raised interest in the stock. Brokers have cooler heads.
Challenger Financial has outlined its strategy for FY16, renewing its focus on margins while acknowledging book growth is more modest.
Sonic Healthcare will acquire Switzerland’s Medisupport, a deal welcomed by most brokers for the synergies it offers to the European business.
Origin Energy is intent on extracting higher returns from its utilities but brokers are concerned about the balance of risks in core energy markets.