Feature Stories

Analysts have returned from a site tour of Santos’ GLNG plant and taken on board Woodside’s US gas purchase deal with mixed emotions, as the race to LNG riches hots up.

Woodside may have pulled out of Israel but with LNG now being produced in PNG, we have reached the doorstep of Australia’s longawaited energy revolution.

Author Michael Lewis has caused a storm in the US by suggesting high frequency trading means the stock market is “rigged” at the expense of the genuine investor. FNArena discusses both sides of this debate.

With first LNG approaching for projects in PNG and Queensland, a volatile global gas market prompts the question of wether Australian producers can achieve sufficient pricing.

A summary of the previous session’s corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.

What if central bank stimulus could never be turned off? As the ageing population of the developed world forces natural deflation, ongoing money printing ensures negative real returns on income investments. As the developed world submerges, investors must look to the growth inherent in other populations.

Investors buy REITs for attractive property yield. One fund manager is taking a different approach to provide investor returns, recognising that behind every REIT is not just property, but a management company for which return on equity is fundamental.

The US government has just approved a fourth LNG export facility while Canada has begun to ramp up its export aspirations, backed by vast natural gas reserves, just as new Australian projects approach completion.

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.