Peter Switzer of the Switzer Report attended the recent Sohn Hearts & Minds conference for some investment tips.
Brokers welcome the potential for a future capital return as Caltex announces plans to spin off an interest in most of its freehold retail property.
Bank of Queensland may have announced a capital raising to shore up its balance sheet and provide the flexibility to improve operations but brokers are not that impressed.
Michael Gable of Fairmont Equities notes BHP Group is making higher lows and higher highs.
Independent Investment Research updates developments in Australia’s listed investment trust market and provides comparative data.
Pitt Street Research has initiated coverage of unconventional energy play, Real Energy Corp
Grocery wholesaler Metcash has lost its second major contract in 18 months, exacerbating speculation around the scale and sustainability of the company’s distribution channel.
Mayne Pharma aspires to have more than 60% of its FY24 revenue from US specialty products, although significant challenges in generics are likely to beset the business in the interim.
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
Pitt Street Research updates on Sensera’s new funding package