Daily FNArena News

Independent Investment Research updates developments among Australia’s listed investment companies and provides comparative data

Michael Gable of Fairmont Equities is keen on cyclicals as the ASX200 pushes higher and notes Bega Cheese is on the move.

Agricultural conditions may be the best they have been for some time, yet Costa Group can only offer a modest improvement to its earnings outlook for 2021

Stellar iron ore prices are supplying plenty of cash flow for Fortescue Metals so a modest lift in project costs has not induced panic

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

As equity markets recover from recent interest rate fears, brokers are centred on strategies to counter either re-emerging inflation or a cyclical slowdown

Building activity in both Australia and New Zealand is robust and if Fletcher Building can execute on its initiatives there is potential upside

Is the commodities division of ALS Ltd steering the business towards a significant upgrade cycle?

James Hardie has outlined an integrated US marketing plan directed at the consumer in order to expand its addressable market

After the dividend drought of 2020 which saw dividends fall -40%, investors are ideally positioned to capitalise on the commodity price boom supporting mining dividends and the dividend recovery being experienced within banks and more broadly across the market