By Billy Boulton
12 October 2023, 8:00 AM
Following Qantas Airways' (ASX:QAN) recent September market update, which highlighted higher fuel/FX costs and increased reinvestment in the business to repair its reputation and brand, we have made material downgrades to our FY24/25/26 forecasts.
Read more...
By Scott Murdoch
11 October 2023, 8:00 AM
Eagers Automotive (ASX:APE) announced the acquisition of a Victorian dealership portfolio and associated properties for A$245m.
Read more...
By Max Vickerson
11 October 2023, 8:00 AM
The ACCC has issued an approval for the takeover of Origin Energy (ASX:ORG) by EIG and Brookfield.
Read more...
By Alexander Mees
10 October 2023, 8:00 AM
It is a difficult environment for all discretionary retailers in Australia. A long period of inflationary pressure on the cost of living has sapped consumer demand and exacerbated uncertainty about future trading patterns.
Read more...
By Adrian Prendergast
10 October 2023, 8:00 AM
Iron ore fundamentals remain healthy heading into 2024, but face some short-term risks with mandatory cuts to China steel late in 2023.
Read more...
By Tom Sartor
09 October 2023, 8:00 AM
Macro forces clearly have market leadership at the minute, but choppy markets do offer up compelling investing opportunities amidst the noise.
Read more...
By Max Vickerson
05 October 2023, 8:00 AM
Despite continued growth in EV production, lithium prices continue to weaken since the July – August period with spot Chinese prices falling the most.
Read more...
By Tom Sartor
05 October 2023, 8:00 AM
Morgans research analysts re-set their sector views, strategies and Best Ideas as evolving forces pose challenging markets.
Read more...
By Richard Coles
04 October 2023, 8:00 AM
Computershare (ASX:CPU) has announced the sale of its US Mortgage Services Business (CLS) for US$720m.
Read more...
By Andrew Tang
03 October 2023, 1:30 PM
At her first Board meeting, Michele Bullock stuck to the script and left rates on hold.
Read more...