Weekly Reports | Aug 27 2021
Our top ten news from 19 August 2021 to 26 August 2021 (ranked according to popularity).
1 – ESG Focus: Social And Sustainability Bonds
Friday 20 August 2021
As the green transition and fourth industrial revolution spawn massive social disruption, two new types of bond have been developed to "save the day" – the social bond and the sustainable bond
2 – Material Matters: Iron Ore, Oil & Lithium
Friday 20 August 2021
A glance through the latest expert views and predictions about commodities: iron ore; oil; aluminium; and lithium
3 – Rudi's View: August, It's A Joke
Thursday 19 August 2021
In this week's Weekly Insights-August: It's A Joke-September Index Reviews-Conviction CallsBy Rudi Filapek-Vandyck, Editor FNArenaAugust: It's A JokeCorporate reporting season in Australia; in most investors' mind that is only February and August, every year.In pr
4 – Rudi's View: BHP, Dividends, And Breville Group
Thursday 26 August 2021
BHP, Dividends, And Breville GroupBy Rudi Filapek-Vandyck, Editor FNArenaSo far, so good. Eight days from the end of the domestic corporate results season (six trading sessions plus one weekend) and genuine 'beats' are outnumbering disappointing 'misses' by almost
5 – Market Misunderstands Breville's Strategy
Thursday 19 August 2021
While Breville Group faces short term supply chain risks, brokers focus on the longer-term growth opportunity and attractive margins
6 – Uranium Week: Dual Role For Nuclear Reactors?
Tuesday 24 August 2021
As the uranium spot price reaches a year high for 2021, the US Department of Energy explores the benefits of onsite hydrogen production at a nuclear facility
7 – Uncertainty Prevails For CSL
Thursday 19 August 2021
Timing will be everything for CSL, which is endeavouring to keep up the flow of plasma while collections activity remains beset by the pandemic
8 – Weekly Ratings, Targets, Forecast Changes – 20-08-21
Monday 23 August 2021
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
9 – Pro Medicus: Opportunity Awaits
Tuesday 24 August 2021
Noting Pro Medicus follows a consistent rally-consolidate-rally pattern, Michael Gable of Fairmont Equities suggests another consolidation would offer a good entry point
10 – Labour Pressures Weigh On NRW Holdings
Tuesday 24 August 2021
Alleviation of labour cost pressures, as projects shift from iron ore to new projects, plus a growing order book bode well for NRW Holdings, but broker's note labour market tightness lingers
