Daily FNArena News - Australia

A mixed bag from IGO’s first quarter update, with strong production from Greenbushes somewhat overshadowed by a significant capital expenditure upgrade for Cosmos

The security of non-China rare earths supply and an above-market view on EV growth has UBS re-initiating on Lynas Rare Earths with a Buy, although not everyone is so enthused

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Reliance Worldwide shares took a hit yesterday on a disappointing trading update featuring severe margin compression. Brokers feel the worst may now be over

With Santos shares looking relatively undervalued, brokers are divided on what catalysts might ignite a positive share price narrative

South32 hasn’t delivered the start to the new financial year the market had hoped, missing production forecasts across multiple assets including coal

Despite cycling tough comparables and potential weakening volumes, Brambles could deliver a comeback story off the back of a strong first quarter

Consumers are back in force, drinking and eating and losing money in pubs. Will it last?

Metcash is ramping up capital expenditure as the new CEO seeks to reinvigorate the MFuture strategy

The RBA believes Australians are well-placed to weather mortgage stress from higher rates, but risks will increase sharply when fixed interest loans start rolling off