Iron Ore

Last week brokers again focused on recovering domestic retail, the challenges in Oz property, with looks at the domestic steel, mining and insurance sectors and US consumers.

Yancoal Australia has listed following the merger of Yancoal and Gloucester Coal but high debt and low liquidity see both Citi and Macquarie rate the stock as Neutral.

A glance through the latest expert views and predictions about commodities with updates on the nickel, zinc, coal and oil markets and some revisions to forecasts and stock ratings.

Last week’s trawl of local brokers see us take a closer look at Australian households and the housing market, mining tax impacts, insurers and lower RBA rates, the ad sector and US consumers.

A glance through the latest expert views and predictions about commodities with revisions to commodity price forecasts and updates on PGM, bulks, gold and base metal markets.

Thermal coal prices have fallen sharply in recent weeks and pressure on prices is expected to continue until the supply side adjusts to the current market.

A glance through the latest expert views and predictions about commodities with updated price forecasts and resource company models, a view on China’s growth outlook and new gold stock coverage.

Weekly update on recommendation, target price, and earnings forecast changes.

Last week saw Australian brokers look at the state of defensives, return forecasts for Oz equities, the mining sector and tech stocks.

A glance through the latest expert views and predictions about commodities with updates on the steel, coal and iron ore markets, sweet vs sour crude and aluminium premiums.