Daily FNArena News

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

A glance through the latest expert views and predictions about commodities: lithium, thermal coal and iron ore

China is spending US$40bn a year in Africa. Longer term consequences can include Australia’s exports of iron ore

Not all green investments are created equal and, as predators line up for the ESG ball, investors seeking a sustainability premium are sticking to the rule of additionality

Opinion differs as to whether a2 Milk will be impacted by sharply declining volumes of infant formula sales in China or emerge from the pandemic with its market share protected by a strong brand

Research suggests investors ultimately benefit from demergers but patience is often necessary, while the latest index changes have gone largely unnoticed

The outlook for Coronado Global Resources has been stymied by a weak March quarter featuring poor price realisation and higher costs

An implied flat 4% capitalisation rate on the $3.8bn bid for Milestone’s unlisted Australian industrials portfolio marks an inflection point for the valuation of REITs with industrials assets exposure

Bapcor is in the front seat, amid confidence in the company’s ability to drive earnings growth beyond the stimulus that underpinned FY21

In search of a solution to ever-expanding debt-to-GDP ratios, Dr Roy van Keulen offers some food for thought, alongside a few ideas of companies likely to benefit