Daily FNArena News - Australia

A wrap of the day’s activity on the Australian stock market.

Brokers argue the market has unnecessarily de-rated Lend Lease, the past month and following yesterday’s company update.

Analysts mostly expect a slow recovery in Australian retail spending but low income and high household cost growth has one broker arguing an even more difficult FY14 for retailers.

Danske Bank has put out its latest barometer on the US, Europe and China, measuring the prospects for a global economic recovery, while Merrill Lynch warns of slowing growth in Australia.

A wrap of the day’s activity on the Australian stock market.

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

Appliance manufacturer Breville has a clear strategy for growth with options up and down the product range, and overseas.

Contrary broker views on NIB Holdings reflect more of a timing issue to growth rather than disagreement over value.

As a group, All-Weather Performers continue to outperform the broader share market, but there are now some nasty losses for individual members.

Brokers are finding renewed opportunities in AREITs recently as the sector’s activity continues to benefit from the low cost of debt.