Iron Ore
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
Material Matters: Oil The Global Indicator, Thermal Coal Outlook Stable
Oct 26 2011
A glance through the latest expert views and predictions about commodities with a range of updates on the oil market, Macquarie expecting stable thermal coal prices and NAB updating on base metals.
Iron Ore Prices Under Pressure
Oct 24 2011
Iron ore prices have continued to come under pressure in recent weeks and no sustained rally is expected before macroeconomic conditions stabilise.
Weekly Broker Wrap: China And Europe On Their Mind
Oct 24 2011
Most stockbroker research focused on China in the week past with Europe only playing second fiddle. Meanwhile profit estimates continue to fall.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 24 2011
Weekly update on recommendation, target price, and earnings forecast changes.
Recent Bounce in Australian Dollar Unsustainable
Oct 20 2011
While the Australian dollar has bounced against the US currency since late last month the gains are seen as unsustainable given growth concerns and the potential for a rate cut.
Commodities: All About China Policies
Oct 20 2011
(This story was originally published on Tuesday, 18th October, 2011. It has now been re-published to make it available to…
Material Matters: Support For Oil And Tin, Correction For Iron Ore Prices
Oct 19 2011
A glance through the latest expert views and predictions about commodities with updates on supportive factors for oil and tin, China’s under-reporting of steel production and a correction in iron ore prices.
Fortescue Awaiting The Re-Rating
Oct 18 2011
A solid quarterly production report from Fortescue has seen brokers remain positive on the stock given value at current levels as expansion plans continue to be executed.
Material Matters: Commodities Oversold, But Headwinds Remain
Oct 18 2011
A glance through the latest expert views and predictions about commodities with ANZ and Barclays updating on commodity expectations, issues for steel and oil and a note on palladium.
Treasure Chest: UBS Turns Positive On Commodities
Oct 17 2011
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The current unwind of the US dollar commodity carry trade leads UBS to reverse its year-long bearishness on commodities and mining stocks.
