Daily FNArena News

Wesfarmers has announced material downgrades to expectations from its Bunnings UK & Ireland division, with several brokers suggesting the risk is growing for an exit from the UK.

Michael Gable of Fairmont Equities suggests GUD Holdings is providing opportunity post result release.

Ahead of the Herd’s Rick Mills highlights the investment opportunity in tackling the world’s growing garbage problem.

Several factors have combined to make January the worst month in six for returns from A-REITs. Yet several brokers suggest there is value in individual stocks.

Brokers have welcomed the substantial improvement in James Hardie’s earnings in the December quarter, amid increased activity in the US and a continuation of the strong Australian residential cycle.

Craig Parker of Moat Capital notes it was all looking good for the ASX200 until the US jobs report was released.

Viva Energy REIT has a property portfolio of service stations in Australia offering fixed income growth. Ord Minnett initiates coverage of the stock.

Rapidly rising Chinese inventories do not portend weaker iron ore prices, given growing demand disparity between low and high grade ore.

Following yet another weak inflation result, is an RBA rate hike in 2018 even a remote possibility?

GUD Holdings posted a robust first half and brokers are largely positive on the outlook, which remains heavily premised on further automotive acquisitions.