As outages for maintenance in the year ahead create challenges for Incitec Pivot this should be countered by improved fertiliser prices and a recovery in demand for explosives.
The setting will not get any easier for Macquarie Group in the second half as transaction activity remains low, yet the business is poised for upside in FY22 as a welter of investment opportunities become available.
Delays in the timing of new deals and a softer outlook for services revenue has undermined short-term confidence in Fineos Corp.
Michael Gable of Fairmont Equities suggests a break-out of the range implies the ASX200 should now move higher, but it will not necessarily be smooth.
Peter Switzer of the Switzer Report offers US-based ETFs as a means of playing the Biden trade.
Following the exit of the major banks from wealth management, specialist providers have stepped up but are likely to endure several years of increasing competition in price and technology.
Amcor has upgraded guidance and announced a new buyback, providing a pleasing outlook for the rest of FY21.
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
During October the ASX200 outperformed most developed markets peers, with the financial and technology sectors leading the way
Performance fees at JO Hambro made a welcome return for Pendal Group at the end of FY20 and continued delivery of stronger net flows could be the necessary re-rating catalyst.
