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Growth Strategies Still Critical For Sandfire
Apr 26 2019
The high-grade Monty copper-gold mine has made its first contribution to Sandfire Resources’ production in the March quarter but exploration remains critical to the medium-term outlook.
Manganese Lights The Outlook For South32
Apr 24 2019
The main positive from the South 32 quarterly production numbers was the performance of manganese assets while thermal coal was a key point of weakness.
Will The Banks Cut Dividends?
Apr 24 2019
Brokers weigh up a subdued outlook for major banks ahead of interim reports in early May. Dividend reductions are considered highly probable, particularly at National Australia Bank.
US Margins The Key Driver For Brambles
Apr 18 2019
Sales growth for the Brambles’ CHEP business reflected strong price realisation and customer expansion in the US, but the critical issue for brokers is easing cost inflation.
Cochlear’s New Implant Should Restore Share
Apr 17 2019
Cochlear has launched its MRI-compatible implant but brokers do not expect the new product will impact revenue and market share until FY20.
Blackmores Peps Up Its Strategy For China
Apr 17 2019
Elevated inventory persisted over the March quarter amid falling sales for Blackmores, which has recognised the need to reposition its business to better cater for the Chinese market.
Strong Outlook For Iluka Despite Soft Start
Apr 17 2019
The first quarter can be soft for seasonal reasons and mineral sands producer Iluka Resources has assured the market that sales remain in line with historical averages.
Carrapateena Still Key To OZ Minerals
Apr 15 2019
Despite weak production outcomes in the March quarter, Carrapateena is expected to provide OZ Minerals with a positive catalyst when production starts later in the year.
Bank of Queensland Beset By Problems Of Scale
Apr 12 2019
Bank of Queensland sustained no growth in its home loan book in the first half and its retail bank continues to struggle. Brokers suggest the absence of a permanent CEO has hindered development of a definitive strategy.
FNArena Corporate Results Monitor
Apr 12 2019
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments.
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