This report provides brief summaries of company result responses from brokers and a table of “beat” and “miss” assessments for the August 2013 reporting season, including ratings and target price changes.
As the world cries out for monetary policy easing from Beijing, the Chinese government’s stubborn push for structural reform in a weak global growth setting has analysts worried.
US shale oil producers are hoping to export LNG at prices which challenge oil-indexing and play into the hands of angry Asian importers. Just what impact might this have on Australian LNG projects nearing completion?
Standard Life Investments is beginning to look for growth opportunities as the global investment environment shifts from “risk off” to “risk on”, albeit not without an element of caution.
What if Australian governments were to ban fracking? But what if the US decides against exporting LNG? The picture for Australian LNG aspirants is constantly changing.
With earnings results and project updates now in, how do Australia’s leading oil & gas companies rank against each other in terms of LNG aspiration and prospects of success?
Assistant Governor Guy Debelle explains how the RBA sets its cash rate and how that affects all other rates, including mortgage and deposit rates, and the exchange rate.
With a handful of Australia’s ambitious LNG projects edging closer to production, is the world still offering super profits ahead or has the global picture now changed?
Falling iron ore prices and shelved capex plans have the market running scared, but analysts ensure Australia’s mining boom is far from over.
BHP has blamed its shale asset write-down on low US gas prices. What lies in store for gas production investment across the globe? (First published August 8)
