By Adrian Prendergast
21 April 2022, 8:00 AM
A weak start to the year for Rio Tinto (ASX:RIO), with its operational and productivity challenges remaining a drag on expectations.
By Tom Sartor
21 April 2022, 7:00 AM
3Q sales for Whitehaven Coal (ASX:WHC) were more resilient to NSW wet weather than we had forecast and we upgrade our 2H volume and price assumptions generating EPS/NPV upgrades.
By Michael Knox
20 April 2022, 9:00 AM
Chief Economist, Michael Knox shows how to examine the US yield curve to find out when recession is near.
By Azib Khan
19 April 2022, 10:00 AM
Bank of Queensland (ASX:BOQ) has reported 1H22 cash earnings of $268m, 8% better than we expected. The beat was driven by credit loss provision releases and one-off revenue gains through non-interest income. An interim dividend of 22cps (ff) has been declared.
By Nathan Lead
19 April 2022, 9:30 AM
We review Transurban Group's (ASX:TCL) 3Q22 traffic data and take the opportunity to factor in TCL’s detailed long-term forecasts for its 95 Express Lanes and update our WCX debt modelling for the asset’s recent debt issue and capital release.
By Max Vickerson
19 April 2022, 9:00 AM
Allkem's (ASX:AKE) 3Q sales at Mt Cattlin were softer than we’d hoped with delayed shipments from the December quarter having less impact than expected.
By Mat Collings
14 April 2022, 9:00 AM
IGO has increased its all-cash offer for WSA to A$3.87/share (from A$3.36) reflecting the positive impact of recent nickel price volatility on Western Areas' (ASX:WSA) near-term cash flow and asset values.
By Alexander Mees
14 April 2022, 8:30 AM
We have updated our model for Domino's Pizza (ASX:DMP) to take account of recent inflationary pressures and a more cautious view on near-term sales growth in Japan.
By Michael Knox
13 April 2022, 9:00 AM
The Fed intends to Sell $US720 billion of Treasury bonds and $US420 billion of Mortgage-backed securities per year, to force up US long-term yields and slow the US Economy.
By Belinda Moore
13 April 2022, 8:30 AM
Two months after issuing its FY22 guidance in early February, GrainCorp (ASX:GNC) has upgraded guidance which was again materially ahead of consensus expectations.