ResMed has reported increased engagement with potential CPAP customers as a result of the Philips recall, although the opportunity could be limited by supply constraints
Following another impressive trading update from Premier Investments, brokers have been left to question the sustainability of ‘exceptional’ gross margin expansion
A glance through the latest expert views and predictions about commodities: steel, scrap, copper, battery materials; lithium miners
A glance through the latest expert views and predictions about commodities: China’s emissions; thermal coal; coking coal; and iron ore
It may take a day or two to confirm, but Michael Gable of Fairmont Equities notes Zip Co is showing signs of a rebound
In acquiring Exetel, Superloop can obtain meaningful synergies and fill an under-utilised fibre network
A refinement to the MNF Group business has been welcomed, with the opportunities in wholesale voice services now firmly in its sights
With earnings momentum coming out of covid, Ramsay Health Care looks set to rebound from the pandemic downturn in surgeries, but the Spire acquisition raises questions over its balance sheet and funding options
Having examined the concept of additionality, FNArena checks out the impact horizon – the distant fields where additionality and impact-producing companies graze
While freight costs/delays, lockdowns and consumer behaviour continue to shadow progress, brokers are looking beyond the short-term pain to a continuation of The Reject Shop’s turnaround story beyond 2022
