Daily FNArena News

Analysts debate whether a good run for Australian healthcare defensives means time to take profits, or not.

The uranium spot market was quiet again last week, although buyers and sellers seem to be closing their price expectation gap.

Macquarie has initiated coverage on junior telco Amcom with an Outperform rating, attracted to expected double-digit earnings growth as the group’s cloud and fibre services expand.

Emerging energy producer Drillsearch is starting to attract more attention in the market. Deutsche Bank initiates with a Buy rating.

Market analysts at FXCM note gold has moved to 6-months highs and while a short-term correction is likely the metal appears poised for further gains in the medium to long-term.

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

This week’s Tweets on Twitter by Your Editor.

NRW Holdings has clarified its loss of contract work due to Fortescue’s expansion deferral, but brokers agree the impact is minimal.

JP Goldman of the Switzer Super Report argues the case between property, shares and inflation-linked bonds.

Jonathan Barratt of Barratt’s Bulletin discusses the normalising of the iron ore industry and its impact on the Australian economy.