Companies & sectors
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27 June 2013 |
One of industrial stocks that does offer some diversification into international markets is sleep apnea equipment maker Resmed, which is big in the US and Europe. Goldman Sachs has downgraded earnings per share for FY13-FY15 by 2%-5%. It is citing larger price cuts and softer gross margins, offset by updated impacts from new foreign exchange forecasts.
24 June 2013 |
AMP has announced a profit downgrade that does not augur well for the overall market. The company attributed it to “poor claims and lapse” experience in its Australian wealth protection business and a lower result in wealth management. The drop in underlying profit is expected to be about $55 million below the consensus estimates of $480 million.
18 June 2013 |
The news that Echo Entertainment chief executive John Redmond is promising to invest more than $1billion to protect his casino monopoly in Sydney and "crush" James Packer’s bid to build a six-star hotel and invitation-only casino in Barangaroo should be a warning to investors.
17 June 2013 |
One of the best defensive investments is Transurban. Taking tolls from traffic is a far more predictable revenue stream than many otyer sectors and the company has managed to avoid the debt disasters that have afflicted other toll road companies.
16 June 2013 |
Managing a resources company means dealing with the unexpected. Lynas has had a difficult job getting approval for its Malaysian processing site. Now it has had to deal with lower prices for rare earths. The long term prospects for rare earths look sound, especially with heavy dominance by China.
06 June 2013 |
AMP is the purest stock market play on wealth management. In particular, the raising of the super contribution from 9% to 12% will benefit the company, creating much higher inflows. The company has also achieved synergies from its merger with AXA. It has a reasonable capital position.
04 June 2013 |
A report by Price Waterhouse Coopers (PWC) has pointed out what would have been obvious to many super investors. Mining returns have been disappointing, despite the fact that the sector is going through a once in a life time boom. In the Financial Review today.
04 June 2013 |
Atlas Iron is the fourth or fifth largest listed iron ore producer and a pure iron ore play, unlike the big conglomerates. According to bank of America Merrill Lynch, "capital intensity is low and funidng has been sorted". This makes it a bit more reassuring than some others. BAML goes on:
03 June 2013 |
There is further evidence that commodity prices are coming under pressure, which is likely to result in both a weaker $A and weaker Australian economy. The case to diversify out of the Australian economy is growing.
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51-59 out of 59 results.