Agriculture

Ukraine crops; REA Group vs Domain; WA miners counting costs; home builders buoyant; views on Nib Holdings, Yowie Group; outlook for shopping centres.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Citi believes the market is not fully appreciating the step-jump in Incitec Pivot’s cash flow ahead and the implications for increased capital management.

Global forecasters fear a strong El Nino is upon us, which would impact on commodity input prices for various industries.

Has iron ore peaked?; bearish agricultural prices; supply overhang in molybdenum; plentiful cobalt; zinc & lead price correction has further to run.

El Nino underway; small caps underperform; reasons to buy Oz equity; wages; federal budget and health care; free-to-air TV; online trends.

Despite being beset by weak prices recently brokers believe salmon farmer Tassal has a strong long-term growth outlook.

Implications from Oz housing boom; gaming in Hong Kong/Macau; accounting changes in retail; Nine & Southern Cross; weak outlook for fertilisers; QCLNG a benchmark.

Subdued mineral sands; Chinese iron ore miners; China’s steel output; UBS revamps oil outlook; Credit Suisse more optimistic on nickel; rural confidence improves.

Morgan Stanley upgrades media; My Net Fone acquisition; Myer and A-REITs; pressure on life insurers; inbound tourism and food exports benefit from weaker Australian dollar.

Nufarm’s first half was generally in line with forecasts but brokers want more evidence of delivering on targets to justify the current share price.