Other Industrials
Diversified engineering & construction conglomerate, Downer EDI, is expertly managing the move to infrastructure from resources but brokers believe this is largely reflected in the share price.
Feb 03 2017
Education provider Navitas has cleared the headwinds brought about by the loss of its Macquarie University contract and brokers respond with several upgrades.
Feb 02 2017
The trend remains very much up for shares in NRW Holdings (NWH), reports Michael Gable of Fairmont Equities.
Dec 20 2016
Is Downer’s Valuation Becoming Stretched?
Infrastructure, engineering and mining contractor, Downer EDI, has won a major contract for Sydney trains. Brokers mull over the growth potential ahead.
Dec 06 2016
Previous Stories
Timing Still Unclear For Turnaround In ALS
Dec 01 2016
Expectations for the minerals and life sciences business of ALS Ltd have improved but questions remain regarding the timing of the turnaround.
Programmed Maintenance Stabilising
Nov 24 2016
The business of workforce provider Programmed Maintenance appears to be stabilising and brokers remain confident gearing levels will ease.
Incitec Pivot Outlook Hinges On Key Prices
Nov 09 2016
Prices for Incitec Pivot’s key fertiliser products are subdued and brokers are unsure when the market will signal a nadir has been reached.
Orica Outlook Improving But Challenges Continue
Nov 07 2016
Mining services business Orica will be flat out making sure its business improvements stay ahead of increasing costs and price re-sets, brokers believe.
Soft Quarter Signalling More Weakness For Wesfarmers
Oct 27 2016
Brokers raise the spectre of whether soft September quarter sales numbers for Wesfarmers, particularly at Coles, are a sign of more weakness to come.
Potential In Qube But Down The Track
Oct 12 2016
Qube Holdings is developing a solution to the complex and inefficient NSW logistics industry and several brokers point out the company’s longer term potential.
Qube Facing Complex Outlook
Sep 26 2016
The outlook for Qube Holdings is gaining complexity, with the recent contract loss for its Patrick division, while substantial, not considered significant in the longer term.
Consolidation Prospects Make Nufarm Appealing
Sep 22 2016
Herbicide and pesticide producer Nufarm has a strong outlook for FY17, supported by cost savings and a better upcoming cropping season in Australia.
Brokers Welcome Pact’s Expansion Into Pharma Packaging
Sep 06 2016
Packaging producer Pact Group is expanding, moving into the manufacture of tablets and capsules with the acquisition of Australian Pharmaceutical Manufacturers.
Amcor Gets Diversifed
Sep 05 2016
Packaging container business Amcor has increased its diversified products exposure, prompting mixed responses from brokers.
