A combination of AP Eagers and Automotive Holdings will provide a competitive advantage, brokers agree, against smaller fragmented competition. Yet, AP Eagers is offering a minimal premium.
Several brokers suspect they are being conservative regarding the potential of the berry plantations Costa Group is developing in China.
Michael Gable of Fairmont Equities Macquarie Group’s share price is establishing a base before heading higher.
Separating out GrainCorp’s malt business has its appeal, brokers acknowledge, but the devil is likely to be in the detail for the remaining integrated grains & edible oils.
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Markets have started to price in a weaker trajectory for global interest rates and several brokers believe this is key to reassessing Computershare.
Craig Parker of Moat Capital would be more bullish on the ASX200 but for the risk the upcoming election offers.
A glance through the latest expert views and predictions about commodities. Global PMIs; lithium; oil; coking coal; iron ore; and alumina.
The pressure on bank margins is unlikely to abate soon and brokers find it difficult to be overly positive about the sector.
The Chartist reports the short term trend for USD gold remains to the downside but an opportunity may soon present.
Two new reports aim to pull impact investing into mainstream finance acceptance.
