A glance through the latest expert views and predictions about commodities: Lower iron ore price forecasts; oil prices may collapse; economic slowdown to weigh on aluminium, and forecasts for nickel and copper prices
Brickworks, Australia’s biggest brickmaker, should be able to leverage its property segment for longer-term growth, but analysts have pointed to risk in short-term earnings amid a rising rate environment
Withe the ASX200 having fallen sharply to prior June lows, Michael Gable of Fairmont Equities suggests from here we can only wait and see which way sentiment leads us
Following Viva Energy’s purchase of convenience stores from Coles Group, brokers highlight mutual benefits for both companies
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
Brokers focus upon the dividend impact from Fortescue Metals decarbonisation strategy and crave more detail
IDP Education continues its pursuit of growth, gaining traction in key regions with its newly announced acquisition of Intake Education
Companies reporting on transition initiatives surged in the second half of FY22, as management seized on growing green opportunities to showcase in the August reporting season, and many outlined battle plans to deal with volatile energy costs
Brokers weigh the opposing impacts of a potential recession and supply disruptions upon the future direction for oil and gas prices
With divestment of its Beetaloo asset stake, Origin Energy continues its transition away from gas exploration. While largely received positively by analysts, some raise concern as to the pathway towards energy transition exposure