Santos (STO) Fair value crimped by capex but trend to improving returns persists 13/06/2013 16:09
We reduce our Santos fair value estimate by 18% to AUD 14 per share after forecasting increased sustaining capital expenditure....
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BlueScope Steel (BSL) Asset sales positive but outlook still challenging 13/06/2013 14:13
We have taken a closer look at the Nippon Steel joint venture agreement. The deal saw BlueScope sell 50% of...
Amcor (AMC) Courtesy of Currency Amcor's Earnings Defy Soft Conditions 12/06/2013 17:48
Since reporting a solid first half result and providing vague guidance for higher fiscal 2013 earnings, news flow from Amcor...
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Bradken (BKN) Strong headwinds will restrict growth 18/06/2013 08:58
We review our earnings forecasts, specifically re-evaluating the growth prospects of Bradken’s businesses with exposure to the resources sector.
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Seven West Media (SWM) Mining Downturn to Impact Newspaper Classifieds in West Australia 14/06/2013 09:33
The Fairfax investor day provided some colour on the current advertising market. They report a significant fall in comparable revenues...
Fairfax Media (FXJ) Rearranging the Deck Chairs as the Ship Continues to Sink 12/06/2013 17:51
The current trading environment for Fairfax remains challenging with group revenue expected to be down 9 -10% for fiscal 2013....
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Australian Equity Strategy
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Sigma Pharmaceuticals (SIP) Trans-Tasman consolidation; scale paves the way for increased competition 13/06/2013 16:00
Last week, New Zealand pharmaceutical and medical products company – EBOS Group – acquired leading Australian peer Symbion. While the...
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Lend Lease Group (LLC) Not immune from slowdown in Engineering and Construction 17/06/2013 18:18
As part of a market update, Lend Lease advised fiscal 2013 net profit after tax would be in line with...
ASX Limited (ASX) Take up entitlements 14/06/2013 15:21
ASX shares resumed trading on 14 June 2013 following completion of the institutional component of the 2 for 19 renounceable...
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AGL Energy (AGK) Retail competition intensifying but dividend safe 13/06/2013 16:34
Major energy retailers, Origin Energy and Energy Australia (EA), are finally responding to AGL’s market share gains over the past...
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