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: Tin Looking Bullish, Steel To Improve, Plus Production Report Surprises
Jul 14 2010
A glance through the latest expert views and predictions about commodities with Barclays still bullish on tin, steel’s outlook improving and who may deliver a quarterly production report surprise among Oz resource plays.
Material Matters: Copper, Oil Price Risks And JP Morgan Reviews Commodity Prices
Jul 13 2010
A glance through the latest expert views and predictions about commodities, as Chinese copper import data disappointed and JP Morgan revised commodity price expectations.
Bank Upgrade And Broker Conviction
Jul 12 2010
Macquarie believes the market is missing the point as it upgrades Westpac and revisits its conviction calls. RBC updates its resource sector preferences. Morgan Stanley looks at small caps.
Stockbrokers Like Gindalbie’s Upside
Jul 12 2010
Credit Suisse has joined UBS in covering iron ore play Gindalbie Metals, both brokers rating the stock as a Buy given valuation upside and leverage to iron ore prices.
Material Matters: Nickel No Target, Gold Finding Support, BHP Meets Brokers
Jul 09 2010
A glance through the latest expert views and predictions about commodities with updates on the corporate attractiveness of Oz nickel producers, signs gold is finding support and an update from BHP’s CEO.
Value In Equities Even As Earnings Revised Lower
Jul 07 2010
While corporate earnings in Australia and globally are likely to be revised lower in coming months there still appears to be value in equities at current levels.
Resource Sector Valuations Under The New Tax Proposal
Jul 07 2010
Analysts compare the impact of the new MRRT and PRRT tax proposals to the previous RSPT proposal.
Material Matters: Bad News For Nickel, New Tax Implications For Oz CSG, Plus Coal
Jul 06 2010
A glance through the latest expert views and predictions about commodities, with a resolution of labour strikes seen as bad news for nickel prices and more tax related reviews for Oz miners.
Economy Watch: Inflation And Job Ads Up
Jul 05 2010
A snapshot of economist responses to today’s TD Securities inflation gauge and ANZ’s job ads survey.
Stockbrokers See Value Among Small Caps
Jul 05 2010
There’s value up for grabs among Australia’s small caps stocks, stockbrokers say.
Analyse The Market From A Different Angle
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