Weekly Reports | Mar 27 2015
Our top ten news from 19 March 2015 to 26 March 2015 (ranked according to popularity).
The spot uranium price ticked up further in a week in which excess US government inventory and uneconomical Japanese reactors were the talking points.
Weekly update on recommendation, target price, and earnings forecast changes.
Friday 20 March 2015 – 10:01 AM
Weak outlook for supermarkets; international industrials key picks for Macquarie; packaging outlook positive; airlines rebound; health insurer claims rising; and media soft.
Nick Linton-Ffrost of Fifth Wave believes a rally will ensue for the index over the next few days before a pullback.
Peter Switzer of the Switzer Super Report argues the case for why we should not be worried and should be bullish.
Thursday 19 March 2015 – 10:00 AM
Concerns over Chinese demand post New Year; energy stock picks; gold mine divestment; oil inflows; China’s aluminium demand lifts but its alumina supply slows.
Fortescue Metals will forgo the debt refinancing it had announced, which puts the spotlight squarely on the trajectory of iron ore prices and on the debt position of more junior miners.
The Chartist suggests Fortescue’s trajectory remain to the downside ahead of a buying opportunity at lower levels.
Michael Gable of Fairmont Equities suggests Bendigo & Adelaide Bank is a value alternative to the overbought Big Four, and technically supported.
Wednesday 25 March 2015 – 02:53 PM
Opportunities in iron ore & oil; India lifts iron ore suspension; Chinese demand remains key; lead rallies; and spotlight on manganese.
