Weekly Reports | Mar 26 2021
Our top ten news from 18 March 2021 to 25 March 2021 (ranked according to popularity).
1 – Uranium Week: Uranium Price Drivers
Tuesday 23 March 2021
A jump in the weekly spot price focuses the minds of uranium participants on both short and medium-term price catalysts
2 – Rudi's View: Are Australian Banks Back As An Indicator?
Thursday 18 March 2021
Are Australian Banks Back As An Indicator?By Rudi Filapek-Vandyck, Editor FNArenaPre-extreme market polarisation, I had developed my own share market indicator for the ASX, and for a while it proved rather reliable and effective.Its composition was extremely simple and straightfo
3 – Australian Banks: Strong Tailwinds
Friday 19 March 2021
Rising bond yields, rising margins, ongoing growth-to-value rotation and the prospect of higher dividends have brokers remaining bullish on the banks. But a resurgent housing market may yet prove an impediment
4 – Will Commonwealth Bank Stir Up BNPL?
Thursday 18 March 2021
Can Commonwealth Bank's entry to the BNPL industry with its own virtual card upset the current operators? Will this create churn?
5 – Australian Broker Call *Extra* Edition – Mar 22, 2021
Monday 22 March 2021
Extra Edition of the Broker Call Report
6 – How Can AGL Energy Broaden Its Appeal?
Monday 22 March 2021
An oversupply of electricity looms, putting pressure on wholesale power prices. Could separating Loy Yang A be the panacea for AGL Energy?
7 – Mineral Resources: Ready To Launch?
Tuesday 23 March 2021
Michael Gable of Fairmont Equities suggests iron ore/lithium miner and mineral services provider is looking interesting, potentially ready to rally
8 – Material Matters: Miner PEs, Iron Ore, Metals & Shale
Friday 19 March 2021
A glance through the latest expert views and predictions about commodities: mining stock valuations; iron ore premiums; metal supply/demand; shale oil re-starts
9 – More Gas For Beach Energy?
Tuesday 23 March 2021
Beach Energy has found gas in its Artisan exploration well although other fields supplying Victoria's Otway plant are considered more promising
10 – Material Matters: Aluminium, Iron Ore & Nickel
Thursday 18 March 2021
A glance through the latest expert views and predictions about commodities: aluminium; iron ore and nickel.