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

Is A Supply Issue Emerging In Child Care?

Aug 02 2016

Canaccord Genuity considers the increase in new child care places is unlikely to threaten the established businesses of listed child care operators.


Treasure Chest: Is Computershare A Value Trap?

Jul 15 2016

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Bell Potter believes risks and headwinds are mounting for Computershare.


Outlook Deteriorates For Incitec Pivot

Jul 14 2016

Several brokers have pointed out that with Incitec Pivot about to commission its Louisiana plant, the outlook for pricing of the company’s products is deteriorating.


Treasure Chest: Aveo Group’s Retreat Presents Opportunity

Jul 07 2016

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Aged care services provider Aveo Group is trading at a discount to peers which Morgans believes is undeserved.


Automotive Holdings Better Off Without Logistics

Jul 01 2016

Several brokers make the case for Automotive Holdings divesting its poorly performing refrigerated logistics business.


Rocky Road Ahead For Sims Metal

Jun 24 2016

Sims Metal surprised brokers with its better-than-expected FY16 guidance but sentiment remains cautious given the rally in scrap metal prices has not been sustained.


Treasure Chest: Upside For Salary Packaging Sector?

Jun 21 2016

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Brokers consider the outlook for SmartGroup and McMillan Shakespeare is improving as regulatory risks abate.


Venezuela Divides Opinion On Amcor

Jun 10 2016

Amcor has announced a write-down related to its Venezuelan manufacturing along with a restructuring of its flexibles footprint. Several brokers found the Venezuelan news disquieting. Others were unconcerned.


UGL’s Revival Suddenly Halted

Jun 07 2016

UGL has sounded the alarm regarding claims negotiations at Ichthys that are becoming bogged down. Brokers attempt to nail down the realities in the midst of an uncertain outlook.


Resilient Incitec Pivot Surprises Brokers

May 11 2016

Incitec Pivot’s first half results were ahead of most broker forecasts, albeit from low-quality items. Still, the explosives business surprised with its resilience.



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