Daily FNArena News

TPG Telecom appears to have its merger with Vodafone Australia in the bag, sending brokers scurrying to re-evaluate the combined entity.

Pitt Street Research explains why Credit Intelligence stands to benefit from the coronavirus economic impact

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Has too much focus been placed on GPT’s retail property portfolio when the industrial division weighting is increasing?

While Australia’s subdued building activity is likely to weigh for some time yet, Reece Group is experiencing success as it consolidates a fragmented US market.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Speculative interest in Viva Energy REIT has increased and brokers assess the earnings outlook remains particularly attractive.

In December 2019, Legend Mining catapulted to a $200m market capitalisation after exploration drilling revealed a nickel-sulphide discovery at its Rockford Project’s Mawson Prospect in the Fraser Range nickel belt in Western Australia.

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

Some brokers have become less comfortable with the high debt on AMA Group’s balance sheet. Others see an attractive valuation, and consolidation opportunity.

Ahead of the Herd’s Rick Mills makes the case for buying precious metals in the face of this global crisis.

While Bega Cheese is expanding its focus on brands, the business has been under pressure from reduced milk intake and lower infant formula volumes.