Gaming

Macau is providing notable strength in gambling growth for those Australian companies lucky enough to be involved, while Australia is becoming more competitive.

The outlook for Aust healthcare stocks is attractive, building and retail are mixed while gaming and transport are subdued.

Brokers are worried about many things this earnings season, including life insurers, building, construction and industry, gas supply, consumer stocks, even banks.

Gaming stocks are usually durable but the soft economic outlook could be posing some constraints on growth this time around.

Echo Entertainment has offered the NSW government a compelling alternative to a Crown casino at Barangaroo. But do the returns stack up for Echo?

If a new government repeals the carbon tax, certain companies will benefit, while a weaker Australian economy would lift bank bad debts, and the battle is on for casinos and Aussie punters.

Brokers ask whether the market outlook is overly optimistic, note the rise of self managed super funds and ponder the value of Telstra’s fixed asset base.

Tabcorp has updated the market on third quarter results and brokers are taking an each-way bet.

Mobile phones have provided an impetus to online gambling, and wagering operators with a strong online presence stand to benefit.

Analysts look at just which Australian stocks are best placed as consumer appetites grow and housing recovers.