Coal and Steel
Brokers brushed aside a robust first half result for Aurizon, instead looking at the issues which cloud the outlook beyond FY17.
Feb 14 2017
A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.
Feb 09 2017
A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.
Jan 30 2017
BlueScope Steel has upgraded earnings estimates for the first half and brokers welcome the work done to improve the outlook and balance sheet.
Jan 25 2017
Previous Stories
Resources Stocks: (A Lot More) Patience Required
Jul 22 2015
In this week's Weekly Insights: – Resources Stocks: (A Lot More) Patience Required – Rudi On Tour – Rudi On…
The Overnight Report: Big Fall For Big Blue
Jul 22 2015
An earnings miss for mega-cap IBM sent Wall Street scurrying last night. Dow down 181. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Goodnight Gold
Jul 21 2015
Gold finally succumbed last night while globally, stock markets remain becalmed. Dow up 13. (Accessible only for subscribers before 10:15 AEST)
Whitehaven Poised To Weather Coal Gloom
Jul 20 2015
Despite a weak outlook for coal prices, Whitehaven Coal enjoys a relatively better position among coal producers, brokers maintain.
The Monday Report
Jul 20 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Back To Business
Jul 17 2015
Markets are starting to refocus on issues at home as volatility subsides for now. Dow up 70. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Waiting…
Jul 16 2015
Global markets were quiet last night ahead of the Greek vote. Dow down 3. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Calm Erupts
Jul 15 2015
Global markets settled down last night but remained largely positive ahead of tonight’s Greek vote. Dow up 75. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Tsipras Lays Down
Jul 14 2015
Tsipras has capitulated and accepted the creditors’ deal but will it pass through the Greek parliament? Dow up 217. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Equities, Precious & Base Metals And Grains
Jul 13 2015
Have resource equities overshot? Potential for short term improvements in some metals prices but brokers subdued about the longer term.
