Australia’s dominant ‘buy now, pay later’ success story is leveraging its first-mover advantage to target the US, an ecommerce opportunity worth 20 times the local market.
Integral Diagnostics performed strongly in the first half and FY18 guidance was recently upgraded but not all brokers are happy with the outlook.
Iluka Resources maintained strong output of mineral sands in the December quarter while brokers flag substantial price increases for both zircon and rutile over 2018.
Michael Gable of Fairmont Equities suggests Fortescue Metals’ bounce off its lows can run further.
Brokers are focused on the Zodiac discovery as Northern Star Resources accelerates its growth plans and exploration.
LiveTiles has a large addressable market for its pre-configured software tiles and apps. Moelis initiates coverage on the stock.
Craig Parker of Moat Capital suggests if the ASX200 does not breach 6140 soon, action around the 60-day moving average will dominate.
Western Areas generated positive cash flow and sustained record production in the December quarter but most brokers are wary about the upside, given the nickel price implied in valuations.
A glance through the latest expert views and predictions about commodities. China; iron ore & steel; bulks; and lithium.
Breathing disorder therapist ResMed impressed brokers with its December quarter result but several suspect that much of the potential is already factored into the current share price.
