Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

<ul><li>Extra Edition of the Broker Call Report</li></ul>

Aussie Broadband Pty Ltd - Australian Broker Call *Extra* Edition - Jul 02, 2025

Ram Essential Services Prope / Equity Bottom-Up

<ul>
<li>A global perspective on what happened overnight</li>
</ul>


A global perspective on what happened overnight


The Overnight Report: FOMO Is Back (Nvidia Too)

<ul>
<li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li>
</ul>


Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi's View: CBA, Life360, ResMed, Zip & More

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Thematic (Sector/Industry)

<ul><li>New Zealand: House sales and prices keep sliding; Migration still negative; Residential rent growth slowing; Concrete production robust but regionally mixed; Fixed mortgage rates no longer rising; Tax relief for build-to-rent developers</li><li>Australia: Mirvac expects stable residential demand (FY22)</li><li>US: Construction activity ticks down; Home sales continue to decline; Homebuilder confidence continues to trend down</li></ul>

New Zealand: House sales and prices keep sliding; Migration still negative; Residential rent growth slowing; Concrete production robust but regionally mixed; Fixed mortgage rates no longer rising; Tax relief for build-to-rent developersAustralia: Mirvac expects stable residential demand (FY22)US: Construction activity ticks down; Home sales continue to decline; Homebuilder confidence continues to trend down

Australia

Mirvac Group is an integrated, diversified Australian property group comprising an investment portfolio and a development business. The Company's investment portfolio, Mirvac Property Trust, invests in and manages office, retail and industrial assets and the development business has exposure to both residential and commercial projects.

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Mirvac Group (MGR AU)

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Aussie Broadband Pty Ltd - Australian Broker Call Extra Edition - Jul 02, 2025

Extra Edition of the Broker Call Report

FNArena

The Overnight Report: FOMO Is Back (Nvidia Too)

A global perspective on what happened overnight

FNArena

Rudi's View: CBA, Life360, ResMed, Zip & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Building Weekly (15-Aug-2022)

House sales and prices keep sliding; Homebuilder confidence continues to trend down

Forsyth Barr

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