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
Rudi’s Response: Are Mining Services Providers Offering Bargains?
May 31 2013
It has become a popular theme among investors: do beaten down services providers now provide value opportunities or not? The FNArena editor responds to questions.
InvoCare Valued On Longer Term View
May 27 2013
A softer-than-usual start to 2013 has put the spotlight on InvoCare’s valuation. Brokers find it expensive but justifiable on a long-term view.
Quickstep, And The New Frontier Of Composites
May 24 2013
Composites manufacturer Quickstep has not been disadvantaged by government indecision on either side of the Pacific over the new Joint Strike Fighter, but rather has used the time to its own advantage.
Monadelphous Falling From Favour
May 21 2013
Once a market darling and analyst favourite, broker sentiment for Monadelphous continues to fall as the mining capex slowdown continues to bite.
WorleyParsons Gets A Slap, Promises Improvement
May 20 2013
WorleyParsons received a slap for an earnings downgrade that caught many unawares. For brokers, patience must become a virtue with a stock that has such a global reach.
It’s Getting A Bit Ugly For UGL
May 16 2013
UGL has run into a perfect storm of downgrades, delays and losses. Brokers find it hard to get excited, even with a potential break up in the wind.
Chasing Infrastructure And Utilities For Yield
May 14 2013
A number of brokers have taken a look at Infrastructure and Utilities stocks over the past few weeks in a move to guide their customers to yield.
Downer On A Firm Road
May 08 2013
Downer EDI has sorted out its problems and brokers are impressed. The company is considered well placed to deal with the obstacles ahead.
Orica Clears The Way For Better Growth
May 07 2013
Brokers were largely relieved by the first half results, which provided more clarity on Orica’s growth path and signal potential for a re-rating.
Weekly Broker Wrap: Demand For Yield Persists
May 06 2013
Demand for yield is dominating investor choice and this persist for some time. Macquarie questions whether the RBA is being tardy about a rate cut.
