(35 quotes found)
“I think offshore investors would be looking at the Australian telecommunications market and seeing a stock that is already fully priced compared to its international peers and has sentiment weighing on it, at least for the shorter term.”
Atul Lele
“In the mining sector, we do see consolidation going ahead. Some of the zinc producers, given the supply and dynamics may look attractive.”
“The volatility of international equity, interest rate and currency markets has the potential to significantly alter the value of the funds' assets.”
“Global steel prices are simply unsustainable.”
“We're expecting even more weak data to come out of the U.S.. We're not excited about stocks that are linked to the U.S. demand cycle for at least the next three to six months.”
“The result and dividend exceeded our forecasts. The company is saying it has many opportunities to pursue, highlighting a strong deal pipeline.”
“The cost of the expansion is higher than we expected, but diamond prices and demand have been buoyant, which means the project will meet returns targets.”
“We certainly didn't expect such a bearish outlook and they haven't given any earnings guidance, which is a pretty negative sign.”
“Funds management has been a standout, but is as expected, given the strong investment markets. Business lending is also strong and has slightly offset weakness in Westpac's home-lending segment.”
“It looks like a good deal and it highlights the international plans and opportunities that Macquarie Media has.”
