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Treasure Chest: Waiting For a New Bid For Veda

Sep 24 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers do not believe Equifax’s bid for Veda Group is sufficient and Moelis sees a potential battle between two appropriate suitors.


Treasure Chest: Santos And Origin, Oil Prices And Debt

Sep 16 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Could Santos sell its stake in PNG LNG? And might Origin be forced to sell off some of its APLNG stake?


Treasure Chest: Free Ride On Cabcharge?

Aug 14 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. UBS suspects investors are getting a free ride on Cabcharge Australia.


Treasure Chest: Significant Upside All On 1-Page

Aug 12 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Canaccord Genuity envisages substantial upside for newly-listed 1-Page.


Treasure Chest: Why Gold Stocks Could Be Ready To Rally Strongly

Jul 29 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. In contrast to variously held bearish views on gold producers, Canaccord Genuity argues global gold stocks could be about to enjoy a very strong comeback.


Treasure Chest: Consensus Overvaluing Orica?

Jul 22 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker believes the market’s profit growth expectations for Orica are unrealistic the stock is vulnerable to a rebasing of forecasts.


Treasure Chest: CBA To Choose To Raise Capital?

Jul 15 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers mostly believe CBA could satisfy forthcoming APRA requirements without raising fresh capital, but one broker suggests the bank might choose to do so anyway.


Treasure Chest: Cochlear Reinvigorated?

Jul 14 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. JP Morgan has decided it’s time to be more upbeat about Cochlear Ltd, given the company appears to be taking back market share.


Treasure Chest: Market Misunderstanding CSL’s Power Of Four

Jul 07 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Not only is a four-flu vaccine better than a three-flu, it’s 50% more pricey and thus offers a big boost to CSL earnings, UBS points out, which has been overlooked by the market.


Treasure Chest: Downside Risk For Iron Ore

Jun 23 2015

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. ANZ believes the rally in the spot iron ore price is over, and is targeting US$53/t.



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