Daily FNArena News - Treasure Chest

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Moelis suggests RCG Corp is presenting a buying opportunity.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Moelis suspects the long federal election campaign will suit media monitor iSentia.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Moelis & Co expects a successful turnaround in the longer term for sportswear survivor Billabong but headwinds will make the going tough in the shorter term.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Stockbroker Moelis thinks Appen is performing much better than market expectations.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. CLSA’s bank analysts believe a combination of ongoing regulatory pressure and subdued earnings will result in dividend cuts and further capital raisings by Australia’s big banks.

With ANZ’s payout ratio already above the bank’s target, at least one broker believes the chance of a dividend cut is elevated.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker argues that were Santos to follow Origin and raise capital, the upside thereafter would be substantial.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers discuss Alcoa’s plan to demerge its upstream and downstream businesses, and the implications for Alumina Ltd through the AWAC joint venture.

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.

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?