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
Impressive Stuff From Sims, But Proof Needed
Jul 28 2014
Sims Metal Management’s new five-year strategy has brokers abuzz with praise, but some signs of success will be needed before most are convinced.
G8 Losing Momentum
Jul 15 2014
Michael Gable of Fairmont Equities notes G8 Education appears to be stalling after its solid run, suggesting a more attractive entry price may soon be available.
Can Navitas Recover From Earnings Blow?
Jul 10 2014
The loss of a key contract has hit Navitas hard but, while brokers drift to the sidelines, most agree the sell off in stock was overdone.
Spotless Now Cleaner, With Potential
Jul 09 2014
A streamlined Spotless Group has re-listed on ASX and brokers survey the stock’s potential.
Tox Free Dashes Hopes Of Improvement
Jun 19 2014
Tox Free Solutions has disappointed brokers, providing weak FY14 guidance in the face of a subdued industrial outlook and delays to contract settlments.
Weekly Broker Wrap: Broadband, IT, Retail, Mining, Electricity And Building Products
Jun 13 2014
Oz broadband plans, IT risks, retail pressure, choosing mining services, NSW power play, potential brick JV and aluminium premiums.
Downer Under Pressure But Cashed Up
Jun 12 2014
The early termination of the Goonyella contract may have damaged sentiment but most brokers can find something to like about Downer EDI.
Bradken Seeks To Weather Mining Downturn
May 20 2014
Bradken will restructure its manufacturing base, which brokers welcome, but the company has also downgraded earnings guidance for FY14.
Upside Potential For Downer
May 20 2014
Michael Gable of Fairmont Equities syggests if Downer EDI holds at current levels another move upside is suggested by the charts.
Orica: Value Belies Weak Outlook
May 15 2014
Brokers accept that Orica is inexpensive but the outlook is subdued and many are reluctant to recommend buying the stock.
