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Investments and record east coast building activity are expected to help Brickworks weather the downturn in Western Australian construction, but some headwinds are on the way.
Given poor prospects for growth in PBS revenue, brokers expect Sigma Pharmaceuticals will need to rely more on its expansion into other revenue lines.
Mar 24 2017
Despite a stronger-than-expected first half result, agricultural chemical supplier Nufarm has retained a cautious outlook. Brokers focus on omega-3 and M&A potential.
Mar 23 2017
Craig Swanger of FIIG Securities discusses why Australia’s property market is just like any other market.
Mar 23 2017
Brokers Query Downer’s Push On Spotless
Mar 22 2017
Infrastructure and engineering services contractor Downer EDI has made a play for facilities manager Spotless Group and several brokers are unconvinced about the move.
Mobile Uncertainty Overshadows TPG Telecom
Mar 22 2017
Several brokers remain concerned about the outlook for TPG Telecom, despite a fairly robust first half result.
Are Fletcher Building’s Losses Under Control?
Mar 21 2017
Fletcher Building has revealed further construction losses and downgraded FY17 guidance. Brokers believe the market will take time to be convinced the issues are under control.
Flight Centre: Structural Or Cyclical?
Mar 20 2017
Travel agency Flight Centre has overseen a decline in its earnings trajectory for several years and brokers review the dominant themes in the outlook.
ACCC Fuels Acquisition Debate For Caltex
Mar 17 2017
The ACCC has raised some issues for petrol distributor/retailer Caltex regarding the Milemaker acquisition. Brokers also contemplate what this means for the Woolworths/BP transaction.
CSL Primed For Additional Market Share
Mar 16 2017
Supply issues with competitors are expected to support vaccine and blood product supplier CSL’s volume and market expansion.
Qube Holdings Thrown An Opportunity
Mar 14 2017
DP World Australia has raised some of its port levies and flagged an opportunity for Qube Holdings to follow suit.
Time To Re-Evaluate A-REITs?
Mar 13 2017
Brokers sift through Australian Real Estate Investment Trusts (A-REITs) and re-allocate preferences, as office returns continue to improve and retail returns deteriorate.
Downer Enhances NZ Capability
Mar 09 2017
Engineering & construction services company Downer EDI has expanded its network in New Zealand with the acquisition of Hawkins. Brokers assess the prospects.
Major Setback For Navitas?
Mar 08 2017
Brokers have differing views over the extent of education provider Navitas’ latest setback.
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