Daily FNArena News - Australia

Retailer Kathmandu had a tough first half, with clearances affecting its sales margins. Brokers are divided about how quickly the company can turn around.

Brokers review old and new themes affecting the Australian retail real estate investment trust sector, and the impact on individual names.

Brokers believe Premier Investments boasts a solid suite of fashion brands but the main catalyst in the outlook is the expansion of Smiggle UK.

A disappointing result provokes broker debate as to whether a struggling Myer may need to raise capital.

Weekly update on recommendation, target price, and earnings forecast changes.

Fortescue Metals will forgo the debt refinancing it had announced, which puts the spotlight squarely on the trajectory of iron ore prices and on the debt position of more junior miners.

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.

The market reacted negatively to the disappointing primary result from Sirtex Medical’s SIRFLOX study but brokers find some positive outcomes are still possible.

Brokers believe BHP’s South32 spin-off will result in a win-win, with both companies offering attractive yields post demerger synergies.