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Treasure Chest: Rates Key To Computershare

Mar 08 2021

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. As rates on US 10-year Treasuries start to turn around is there a brighter outlook for Computershare’s mortgage servicing?


Treasure Chest: Demand Pumps Ramsay Health

Mar 03 2021

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Long-term fundamentals are intact for Ramsay Health Care but views differ on the short-term trajectory as the pandemic still dominates


Treasure Chest: Boral Transforming?

Feb 12 2021

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Upside for Boral hinges on a successful outcome of the transformation program and not all brokers are enamoured by the details so far


Treasure Chest: Home At The Heart Of JB Hi-Fi

Dec 16 2020

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Is there a persistent change occurring with working from home, and will this benefit JB Hi-Fi?


Treasure Chest: Magellan Sailing Into Rough Waters?

Nov 25 2020

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Magellan Financial Group has been a runaway winner amongst funds management peers in recent times but has it been caught out by the sudden rotation back into value from growth?


Treasure Chest: Questioning BlueScope Steel Takeover Talk

Nov 24 2020

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The media suggests private equity has its eye on BlueScope Steel, but Citi, for one, questions why?


Treasure Chest: Cochlear Advancing

Oct 27 2020

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Macquarie has its ear to the ground, revealing activity levels have improved substantially for Cochlear in the US, which augurs well for a recovery in sales growth.


Treasure Chest: Transurban Set To Dilute Future Dividends

Oct 15 2020

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Transurban is looking to shore up its balance sheet in difficult times via a capital raising at the asset level


Treasure Chest: TechnologyOne Stumbles

Oct 06 2020

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. As a result of extra provisioning for an adverse finding in an unfair dismissal case, TechnologyOne now expects results at the lower end of guidance


Decision On Santos’ Narrabri CSG Project Nears

Sep 28 2020

As a critical decision on Santos’ Narrabri project nears, brokers note the company has several other irons in the fire which can generate cash flow and growth



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