Daily FNArena News

A glance through the latest expert views and predictions about commodities. Oil; coal; commodity outlook and Oz miners.

Telstra has tweaked revenue and earnings estimates lower for FY18 in view of the NBN decision to delay the roll out of HFC technology. Yet several brokers remain more concerned about the increasing influence of wireless.

Craig Parker of Moat Capital notes the headwinds which should send the ASX200 lower.

Aristocrat Leisure has hooked Big Fish, a US social casino app developer, which is expected to boost recurring revenue. The acquisition confirms a stronger focus on digital gaming.

Appen’s game-changing acquisition leaves the company firmly positioned to ride the new wave of artificial intelligence applications.

Pending superannuation reforms have slowed the take-up of new cloud-based offerings from Class Ltd, although brokers assert the company still has a strong and attractive product.

Origin Energy has outlined substantial cost reductions for APLNG yet maintained FY18 production guidance.

Healthscope has provided more clarity regarding the new Northern Beaches Hospital in Sydney, although brokers remain wary of the longer term targets.

Peter Switzer of the Switzer Super Report argues why concerns over Australia’s growing household debt levels have been overblown.

The Chartist reports the US dollar index has failed at head & shoulders support and thus further downside is expected.