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
More Upside Potential For Emeco
Nov 08 2010
Emeco Holdings updated earnings guidance last week and the market received the news well, with brokers continuing to see value in the stock.
What Chance A BHP Buyback?
Nov 05 2010
Canada’s initial knock-back of BHP’s Potash bid has been met with relief by the market, but is the market wrong to now assume a buyback ahead?
Economy Watch: Retail Sales, Trade Surplus Miss Forecasts
Nov 04 2010
A snapshot of economist responses to today’s retail sales and trade balance data, both of which were weak. Glenn? I say Glenn? Y’there Glenn?
Material Matters: Ag Commodities Rising, As Is Global Steel Production
Oct 28 2010
A glance through the latest expert views and predictions about commodities with Barclays seeing China as a driver of ag commodity markets, September trade data for China and forecasts for higher global steel output this year.
Who’ll Stop The Rain?
Oct 28 2010
La Nina is set to bring a very wet summer to the Queensland coal fields. Better value in NSW based coal stocks?
The Overnight Report: A World Of Confusion
Oct 27 2010
Mixed data and earnings reports left Wall Street directionless last night. Dow up 5.
Coles Has Stolen The WOW Factor
Oct 22 2010
In a mixed result for Wesfarmers, impacted by bad weather, the ongoing Coles turnaround story was the major highlight.
Material Matters: Caution On Aluminium And Silver
Oct 20 2010
A glance through the latest expert views and predictions about commodities with UBS revising commodity price forecasts higher, plus some reasons for caution on aluminium and silver.
Why The Chinese Rate Hike?
Oct 20 2010
Having not raised rates since December 2007, yesterday the PboC surprised markets and sent the US dollar crashing up and stocks and commodities crashing down by announcing a 25bps hike.
Material Matters: LME Week, Mineral Sands, Fertiliser, Ratings Revisions
Oct 19 2010
A glance through the latest expert views and predictions about commodities with commentary from LME Week, some positive views on for mineral sands and fertiliser prices and revisions to ratings in the energy sector.
