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There is a modest financial benefit in the agreement struck between Aurizon and its coal haulage customers. Of greater significance to brokers is the mending of a sometimes fractious relationship.

Sales growth for the Brambles’ CHEP business reflected strong price realisation and customer expansion in the US, but the critical issue for brokers is easing cost inflation.

The sale of the IFCO plastic crate business will generate cash returns for Brambles shareholders as well as a buyback and refreshes the outlook for the company.

Cost inflation has stymied growth in the first weeks of FY19 for Brambles but the company remains confident cost pressures will ease as the year progresses.

Brokers are keen on FIFO specialist Alliance Aviation after the company provided a strong outlook with its FY18 result.

Aurizon has re-confirmed FY18 guidance but signalled a deteriorating outlook for FY19. Broker attitudes vary widely, given the regulatory uncertainties hanging over the stock.

Brambles is investing in technology to strengthen its network advantage in the US and meet structural problems head-on.

Cash is flowing at Qantas and the company rounded off a robust FY17 result with a reinstated buy-back. Is there more to come?

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Why does a stock that’s run so hard in a year still attract seven from eight Buy ratings from major brokers?

Qube Holdings will shortly announce its first tenant for Moorebank warehousing, a catalyst brokers are keenly anticipating, and will undertake a $350m capital raising to fund new warehousing and further opportunities.