Transport

Brokers believe the market is over-optimistic of an airline earnings rebound, while endorsing positive views on travel agency and insurance listings.

Asciano has brought forward its cost reduction strategy, providing a welcome offset to the slow growth in operations.

Toll Holdings is restructuring parts of its business but brokers believe the company should be doing more on that front.

Oz M&A targets; banks’ bankruptcy exposure and dividends; aviation, chemicals and IT sector outlooks.

Michael Gable of Fairmont Equities takes a look at Brambles as a beneficiary of its own and the Aussie dollar’s technicals.

A consortium of ICTS and Anglo Ports has won the operating licence at Melbourne’s Webb Dock, surprising brokers.

Australia’s Financial Services Inquiry; better outlook for Toll Holdings and Asciano; replacing 21st Century Fox on the ASX; and strong growth for McMillan Shakespeare and SG Fleet.

Transition from mining investment, where the jobs are, subdued transport, impact of baby boomers on credit and retailer prospects.

Automotive Holdings will expand its footprint in logistics substantially, while adding another car dealership to its stable.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Several brokers think Toll is facing some major headwinds and investors could be ripe for disappointment.