Daily FNArena News

Jacob Mitchell of Antipodes Partners looks ahead to 2019 in the context of tariffs and the risk of the Fed getting it wrong.

Rhipe Ltd has substantial leverage to the trends in cloud computing and brokers are increasingly confident after the company upgraded FY19 guidance.

North American earnings dented James Hardie’s performance in the second quarter as cost pressures were elevated. Brokers believe the sell-off in the stock presents a buying opportunity.

Craig Parker of Moat Capital suggests the charts are pointing to another wave down for the ASX200.

Sales momentum at Domino’s Pizza slowed over the first weeks of FY19 while the numbers of stores being opened appear significantly behind schedule.

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

Commonwealth Bank is moving back to being a retail and business bank and brokers welcome the potential for capital management down the track.

The Chartist reports it will likely remain a slow process, but the trend for the gold price is to the upside.

Unibail-Rodamco-Westfield has reiterated 2018 earnings guidance, with dilution from asset sales countering the accretion from the acquisition of Westfield.

The price ResMed is paying for MatrixCare is rich, although brokers accept the deal will significantly expand its offering in home health data analytics.