Rio Tinto: Could be another div surprise By Adrian Prendergast 20 January 2020, 3:50 PM Reporting a solid Q4 for its flagship iron ore operations, we see Rio as having notable potential for announcing a special dividend at its February result. Read more...
Woodside Petroleum: Good Q4, waiting on Browse By Adrian Prendergast 20 January 2020, 1:45 PM A solid Q4 operational performance from Woodside, with output offsetting high temperatures during the quarter that impacted LNG production. Read more...
Commonwealth Bank: Spotlight on capital management By Azib Khan 20 January 2020, 11:50 AM We have reduced our FY20F cash EPS by 0.8% as we expect a rise in general insurance claims due to the bushfires. We retain a Hold recommendation. Read more...
Financial Services – Overall: Mark-to-market and sector earnings changes By Richard Coles 20 January 2020, 10:57 AM We update our Insurance/Diversified Financials sector earnings on a mark-to-market and a broad review of our earnings assumptions. Read more...
Beacon Lighting: Tempering forecasts By Josephine (Jo) Little 17 January 2020, 5:14 PM Following a review of our 1H earnings expectations, we think it will be difficult for BLX to make up enough ground in the 2H to meet our prior earnings forecasts. Read more...
Sounth32: Sensitive to market's view on growth By Adrian Prendergast 17 January 2020, 4:54 PM South32’s key market exposures remain sensitive to growth (particularly in China), where a moderate recovery could unlock meaningful earnings growth. Read more...
Technical Analysis: 17 January 2020 By Violeta Todorova 17 January 2020, 3:12 PM Volpara (VHT), Nanosonics (NAN), Acrow Formwork (ACF), South32 (S32) and Orocobre (ORE). Read more...
Super Retail Group: Will bushfires crimp short-term earnings? By Josephine (Jo) Little 16 January 2020, 3:00 PM We highlight a potential indirect, short-term impact from the recent tragic Australian bushfires on SUL’s earnings/trading update. Read more...
MoneyMe: An expanding horizon By Richard Coles 15 January 2020, 2:21 PM We initiate coverage of MoneyMe (MME) with an ADD rating. MME is a consumer credit business that utilises its digital presence and technology platform to offer innovative loan products. Read more...
Karoon Energy: Earnings power from day 1 By Adrian Prendergast 14 January 2020, 4:16 PM We initiate research coverage on Karoon Energy (KAR) with an Add recommendation. Read more...