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
Weekly Broker Wrap: Weakness Follows Through
Oct 17 2011
Despite greater optimism now apparent on the European front, brokers continue to acknowledge the longer term damage in another series of forecast reductions. It’s not all bad news, however.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 17 2011
Weekly update on recommendation, target price, and earnings forecast changes.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 10 2011
Weekly update on recommendation, target price, and earnings forecast changes.
Weekly Broker Wrap: Commodity Forecasts Cut
Oct 10 2011
Slowing global growth and uncertainty lead brokers to mostly cut commodity price forecasts, with growth revisions also impacting on other sectors.
Material Matters: Is Australia’s Resource Sector Losing Its Global Relevance?
Oct 06 2011
A glance through the latest expert views and predictions about commodities with evidence the Australian resources sector is losing global relevance and more adjustments to commodity price expectations.
Why Invest In Commodities?
Oct 06 2011
Given junior resource companies are the present owners of the world’s future commodities supply and offer leverage to investors Ahead of the Herd suggests they should be on investor radar screens.
A Bounce For CRB Index?
Oct 05 2011
The Chartist reports the CRB Index sits on technical support and looks poised for a bounce higher.
A Turn In The Commodities Cycle
Oct 04 2011
GaveKal sees plenty of reasons as to why commodities may have to weaken further.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 03 2011
Weekly update on recommendation, target price, and earnings forecast changes.
Material Matters: What Are The Risks For Commodities Demand?
Sep 28 2011
A glance through the latest expert views and predictions about commodities with JP Morgan seeing some downside risk for commodities demand, differing views on base metals and orders of preference in metal markets.
