Daily FNArena News

TechnologyOne still expects to be a beneficiary of the changes in software delivery although brokers are finding the valuation increasingly full.

Momentum in new construction has carried James Hardie through to a strong start to FY21, although the full impact of the lockdowns is yet to be felt.

A rising US dollar gold price is taking global gold equities higher and brokers note Australian gold stocks are lagging the move.

A landmark legal case has raised questions of liability around the presence of contaminants in soil as landowners face costly remediation that may devalue contaminated land, including ASX-listed companies.

Graincorp is a much simpler business, having divested two divisions in the first half, and now looks forward to a better winter harvest and less volatile earnings profile.

If there is one company the Covid-19 pandemic looks to have been kind to it is Harris Technology

Michael Gable of Fairmont Equities suggests logistics REIT Goodman Group is offering a good longer term investment opportunity.

After Breville sustained strong sales of its appliances in the first four months of 2020, brokers are asking just how resilient the business will be as the pandemic continues to pressure household incomes.

Lithium demand is shifting from lithium carbonate to lithium hydroxide. Pitt Street Research reports Piedmont Lithium should be among the beneficiaries

Depressed building activity heading into FY21 makes it hard to assess the earnings outlook for Boral, despite the company shoring up its balance sheet.