Transport

Financial stocks poised for earnings growth; flat outlook for media; cycle pressures in insurance; scale important in health insurance; weak growth in transport.

Weekly update on recommendation, target price, and earnings forecast changes.

Qantas Airways has defied doomsayers with its profit guidance and brokers feel there’s plenty more to come.

Macau casino capacity constrained; traditional retailers beset by leisure focus; consumer sentiment is soft; general insurers are flat; business airfares rise; and Pulse Health’s new hospital.

Brambles has provided more detail on its growth strategy since acquiring the Ferguson container business and brokers are largely optimistic, but cautious.

The Queensland Competition Authority draft ruling reveals lower allowable revenue from Aurizon’s rail network but brokers remain comfortable Aurizon’s earnings will not be clipped excessively.

Michael Gable of Fairmont Equities suggests Brambles has bottomed and should head higher.

Aurizon Holdings disappointed brokers with plans for increased capital expenditure suggesting a diminishment of capital management options.

Automotive Holdings revealed surprising resilience in its vehicle franchise in FY14, while weakness in refrigerated transport persisted.

Off-market buy-backs; electricity retailers; high conviction ideas; advertising & media, airlines and consumer spending outlook.