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Recent Articles

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Macquarie upgrades Amcor to outperform from neutral, as fiscal Q3 EPS beat estimates, driven by better volumes and cost improvement measurements; company now through the 'worst,' though uncertainty around new CEO appointment viewed as potential overhang
Published: May 01, 2024 by FN Arena
Macquarie calls Orora's newly acquired Saverglass business a 'high quality and well invested asset base' following tour of facilities; analyst maintains Orora's outperform rating, expects soft volumes in fiscal H1 2025, ahead of H2 recovery
Published: April 30, 2024 by FN Arena
Macquarie downgrades James Hardie to neutral, noting US interest rate reduction had been key catalyst for R&R market's H2 recovery; analyst now expects first Fed rate cut in December versus July, and shift in narrative will hold back broader recovery
Published: April 11, 2024 by FN Arena
Macquarie upgrades Ansell to outperform from neutral after announced acquisition of K-C's Personal Protective Equipment division for US$640M; analyst sees acquisition as strategically reasonable, estimates 7% EPS accretion in fiscal 2027
Published: April 08, 2024 by FN Arena
Macquarie maintains Orora's outperform rating, but lowers fiscal 2024-2027 EPS forecasts following downgrades in H2 earnings by management for base business, Saverglass; H2 volumes expected to be down 11% compared to high-single-digit decline in H1
Published: April 02, 2024 by FN Arena

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