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
Material Matters: Updates on Oz Coal And Steel Stocks
Jun 21 2010
A glance through the latest expert views and predictions about commodities, with Macquarie positive on coal, BA Merrill Lynch seeing upside on coal service stocks and JP Morgan updating post a tour of Oz steel assets in the US.
Mining, Construction And Transport Driving Australian Economy
Jun 18 2010
According to CommSec the latest Australian jobs growth data showed the mining, construction and transport sectors have returned as the primary drivers of the Australian economy.
Material Matters: Aluminium, Coal And Basic Materials
Jun 10 2010
A glance through the latest expert views and predictions about commodities with signs aluminium prices may be near a bottom, adjustments to coal sector earnings and basic materials yield plays.
Model Portfolios And Potential Earnings Surprises
Jun 03 2010
UBS has made minor changes to its model portfolio to reflect May market action, while RBS has identified potential ASX100 earnings surprises in August’s reporting season.
Downer Faces The Music
Jun 03 2010
After delivering its Waratah bombshell on Tuesday, yesterday saw a resolute Downer management team hosting a scheduled Investor Day. Tomatoes anyone?
Rail Disaster
Jun 02 2010
Perennial disappointer Downer has once again shattered market confidence with another spurious risk management failure. No one is amused.
Earnings Downgrades To Drive Further Weakness?
Jun 01 2010
Investors are currently nervous and FY11 earnings estimates may be too high but Citi still sees value in equities at current levels, while GSJB Were outlines its current preferences.
Wizard Flags Possible Bottom For Resources
May 28 2010
With the big diversified and smaller miners closing well bid yesterday, the Wizard believes a bottom may have formed. Watch Monadelphous.
Currency Impacts On Aussie Stocks
May 24 2010
Given a weaker Aussie, Credit Suisse has reviewed the basic materials sector to determine winners and losers.
Shifting Preferences
May 18 2010
Morgan Stanley added two more small caps to its coverage while strategists at DJ Carmichael and BA-ML shifted preferences.
Analyse The Market From A Different Angle
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