Daily FNArena News

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers are mindful of the sustainability of Alumina Ltd’s returns as global supply moves towards surplus. In contrast, Morgan Stanley is confident yields can be maintained.

A glance through the latest expert views and predictions about commodities. Iron ore and base metals.

AMA Group stands to benefit substantially from the trends in vehicle repairs. Moelis initiates coverage of the stock.

Lennox Capital argues Australia’s east coast infrastructure boom may not be the gift to Australian contractors the market is assuming.

The Chartist reports the iron ore price, and thus miner share prices, are due a breather, but further upside remains possible.

Brokers welcome the prompt sale of two non-core businesses and the reduced risk of EclipX breaching its corporate debt covenants.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Morgan Stanley is convinced that earnings risks are building for Computershare and the de-rating of the stock is not over.

Peter Switzer of the Switzer Super Report ponders whether BHP has run as far as it could go.

Michael Gable of Fairmont Equities suggests the trend for Carsales.com currently remains to the upside.

As global recession looms, analysts warn of a fiscal panic that will grip the world as monetary policy easing reaches its limits. Australia is not immune this time.