Transport
Ferry, barge and cruise business, SeaLink, is managing the transition from the construction phase at Gladstone and broker attention now turns to acquisitions.
Feb 16 2017
Toll road builder/operator Transurban has raised FY17 distribution guidance. While brokers acknowledge the strong growth on offer, questions linger regarding the extent of optimism in forecasts.
Feb 08 2017
Brambles: Brokers In The Dark
Brokers can only speculate on the real issues facing Brambles, but believe they may not be structural, suggesting value following the share price tumble.
Jan 24 2017
Govt Puts Second Airport In Sydney’s Court
The Commonwealth has thrown a curve ball to Sydney Airport, withholding any government funding for the second airport in its notice of intention.
Dec 21 2016
Previous Stories
QR National Hauled Over The Coals
Jul 16 2012
A decision by BMA to purchase its own locomotives and lower coal haulage volumes imply downside earnings risk for QR National.
Rudi’s Response: Qantas Is Not Investment Grade
Jun 25 2012
FNArena shares Your Editor’s response to a subscriber question about Qantas, Billabong, Tatts and NIB Holdings.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jun 12 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
May 21 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Toll Sounds The Bells
May 17 2012
Margin pressures and tough market conditions have seen Toll Holdings lower earnings guidance and brokers have reacted by cutting forecasts, price targets and ratings.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
May 14 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Treasure Chest: How To Play The RBA
May 04 2012
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Two brokers provide their thoughts on which sectors will benefit from the RBA’s 50 point rate cut.
Growth Potential For Brambles
May 03 2012
Following a quarterly trading update brokers continue to rate Brambles as a Buy given an attractive growth outlook.
Weekly Broker Wrap: Bank Result Previews And Macro Themes
Apr 30 2012
Leading into bank results later this week, stockbrokers have updated expectations, while also reviewing strategies and looking at the potential impact of cuts to interest rates.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Apr 10 2012
Weekly update on recommendation, target price, and earnings forecast changes.
