Synlait Milk Ltd 20 Jul 2019 Stocks mentioned: SM1 | Recommendation: Hold Synlait Milk (SM1) is one of New Zealand's largest dairy processors and a leading manufacturer of...… Read more
Making hay while the sun still shines 19 Jul 2019 Stocks mentioned: CRN | Recommendation: Add Robust met coal sales despite the softening market provide some comfort. We've lowered our CY19...… Read more
High expectations 19 Jul 2019 Stocks mentioned: A2M | Recommendation: Hold Channel checks suggest that A2M continues to trade strongly and win market share. Recent price...… Read more
Super duper Cooper 19 Jul 2019 Stocks mentioned: COE | Recommendation: Add Within striking distance of the start-up of the Sole gas project, which will grow EBITDAX by a...… Read more
For goodness SAEC 19 Jul 2019 Stocks mentioned: S32 | Recommendation: Add We upgrade S32 to an Add rating (from Hold), with unusually high market bias towards short-term...… Read more
XIP Scheme Vote approaching 19 Jul 2019 Stocks mentioned: IPH | Recommendation: Add IPH is due to report its FY19 result on 20 August with the next key date for investors being the...… Read more
TP upgrade from lower-for-longer scenario 19 Jul 2019 Stocks mentioned: TCL | Recommendation: Hold We revise down key modelling assumptions to reflect the lower-for-longer scenario currently...… Read more
Listening to the bond rates 19 Jul 2019 Stocks mentioned: APA | Recommendation: Hold We update our forecasts and valuation for the lower-for-longer scenario implied in current...… Read more
Valuation support in a lower-for-longer world 19 Jul 2019 Stocks mentioned: SYD | Recommendation: Add We revise down key modelling assumptions to reflect the lower-for-longer scenario implied in...… Read more
Is the market being complacent on this stock? 19 Jul 2019 Stocks mentioned: SKI | Recommendation: Reduce We think SKI will need to cut its distribution from 15 cps to ~10.5cps in FY21, due to...… Read more