Agriculture
Poultry producer Ingham’s posted a robust maiden first half and brokers suspect prospectus forecasts may be beaten.
Feb 16 2017
First half results for Capilano Honey were subdued after years of strong earnings growth, as the company invests in new product.
Feb 07 2017
Potential To Boost Farm Animal Yields
Anatara Lifesciences will soon offer a treatment for meat animals such as cattle and pigs, designed to reduce gastrointestinal disorders and increase meat yield.
Jan 24 2017
Treasure Chest: More Pain For Bellamy’s?
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Goldman Sachs has updated on Bellamy’s with (probably) the most bearish assessment available in the local market.
Jan 19 2017
Previous Stories
Weekly Broker Wrap: Property Portals, WA Miners, Builders And A-REITs
Jun 19 2015
Ukraine crops; REA Group vs Domain; WA miners counting costs; home builders buoyant; views on Nib Holdings, Yowie Group; outlook for shopping centres.
Treasure Chest: Incitec Dividend Growth Not Appreciated
Jun 16 2015
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.
The Impact Of El Nino
Jun 02 2015
Global forecasters fear a strong El Nino is upon us, which would impact on commodity input prices for various industries.
Material Matters: Iron Ore, Agriculture, Molybdenum, Cobalt, Zinc And Lead
May 21 2015
Has iron ore peaked?; bearish agricultural prices; supply overhang in molybdenum; plentiful cobalt; zinc & lead price correction has further to run.
Weekly Broker Wrap: Agriculture, Small Caps, Health Care, TV And Online
May 15 2015
El Nino underway; small caps underperform; reasons to buy Oz equity; wages; federal budget and health care; free-to-air TV; online trends.
Tassal Growing Strongly
May 13 2015
Despite being beset by weak prices recently brokers believe salmon farmer Tassal has a strong long-term growth outlook.
Weekly Broker Wrap: Housing, Gaming, Retail, Media, Fertilisers And Energy
May 01 2015
Implications from Oz housing boom; gaming in Hong Kong/Macau; accounting changes in retail; Nine & Southern Cross; weak outlook for fertilisers; QCLNG a benchmark.
Material Matters: Mineral Sands, Iron Ore, Steel, Oil, Nickel And Agriculture
Apr 14 2015
Subdued mineral sands; Chinese iron ore miners; China’s steel output; UBS revamps oil outlook; Credit Suisse more optimistic on nickel; rural confidence improves.
Weekly Broker Wrap: Media, A-REITs, Life Insurance, Tourism And Food
Apr 10 2015
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 Needs More Evidence To Justify Rally
Mar 26 2015
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.
