Transurban maintains a strong mix of growth projects and toll road earnings in the March quarter, with several brokers listing the stock as a key pick in the sector.
Most brokers are forgiving Amcor for undermining a 20% return target for the acquisition of South American packaging company, Alusa, given the size of the business.
Michael Gable of Fairmont Equities suggests Qantas has broken down in the short term.
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Moelis & Co expects a successful turnaround in the longer term for sportswear survivor Billabong but headwinds will make the going tough in the shorter term.
An earthquake in Japan is not what the country’s nuclear energy industry needs to bolster confidence in hoped for restarts of more reactors.
Regis Resources has improved the reliability of its production profile and cash flow has lifted but several brokers suspect valuation is stretched.
Telstra has sold most of its stake in Chinese online automotive business, Autohome, and brokers look forward to the prospects of a further share buy-back.
Have coal prices now seen their cyclical lows or are declines structural? The answer is important to an efficient but debt-heavy Whitehaven Coal.
Nick Linton-Ffrost of Fifth Wave suggests the ASX200 remains on track for 5400 as long as support at 5000 holds.
This week’s Tweets on Twitter by Your Editor.