标题全称:20100818Australia Equity Research
    发布报告的机构名称:JP Morgan
    报告发布时间:20100818
    报告页数:172
    报告的文件格式：pdf
    报告大小（必写）：7M

   目录

Companies & Sectors
Brambles Limited (BXB – A$5.25), Neutral....................................19
Bob's your uncle
Computershare Limited (CPU – A$9.05), Overweight...................31
Sale of Options Administration Business - ALERT
David Jones Limited (DJS – A$4.87), Neutral.................................33
4Q10 Sales Preview - ALERT
Results
UGL Limited (UGL – A$14.40), Neutral .........................................35
FY10 result: Handing the earnings growth baton to Resources
Monadelphous Group Limited (MND – A$14.67), Neutral ...........49
FY10 result - Timing of contract awards is everything,
downgrade to Neutral
OneSteel Limited (OST – A$3.11), Underweight ............................57
Gloomy 1H11 outlook for OST, distribution and manufacturing
margins remain under pressure
CFS Retail Property Trust (CFX – A$1.91), Neutral .....................67
FY10 result. Rent growth still likely (despite tough sales comps) but
offset by rising debt costs
Commonwealth Property Office Fund (CPA – A$0.95),
Underweight .......................................................................................
FY10 result - solid and predictable
Credit Corp Limited (CCP – A$2.99), Overweight ........................85
FY10 Earnings: It's Payday
Primary Health Care Limited (PRY – A$3.24), Neutral ................91
FY10 disappoints. Primary becomes very secondary...
Retail Food Group Limited (RFG – A$2.55), Overweight ...........101
FY10 Earnings: Staying Positive
SAI Global Limited (SAI – A$4.15), Overweight..........................109
FY10 Earnings: The Golden Rules
The MAC Services Group (MSL – A$2.71), Neutral....................115
FY10 Earnings: Room for Manoeuvre
Reporting Today
APN News & Media (APN – A$2.05), Neutral ..............................121
1H10 result preview, Wednesday 18 August - ALERT
Boral Limited (BLD – A$4.40), Underweight................................123
FY10 earnings preview - ALERT
Bravura Solutions (BVA – A$0.10), Overweight...........................125
FY10 Earnings Preview: Maybe Next Year - ALERT
ConnectEast Group (CEU – A$0.40), Overweight........................127
Preview of FY10 result, due Wednesday 18 August - ALERT
CSL Limited (CSL – A$32.60), Overweight ..................................129
FY10 Result Preview - August 18 - ALERT
Domino's Pizza Enterprises Ltd (DMP – A$5.48), Neutral..........131
FY10 Earnings Preview: Stand and Deliver - ALERT
Fletcher Building Ltd (FBU – NZ$7.18), Neutral .........................133
FY10 earnings preview - ALERT
Gunns Limited (GNS – A$0.62), Neutral.......................................135
FY10 Earnings Preview: The Chips are Down - ALERT
Henderson Group Plc (HGG – A$2.20), Overweight....................137
1H10 Result Preview - ALERT
Woodside Petroleum (WPL – A$43.05), Neutral ..........................139
Woodside 1HCY10 Results - Reporting Today - ALERT
Results Preview
Consolidated Media Holdings (CMJ – A$3.17), Neutral..............143
FY10 earnings preview, Friday 20 August - ALERT
ING Industrial Fund (IIF – A$0.46), Overweight.........................145
FY10 Preview: Summit set to sale?
Prime Media Group Limited (PRT – A$0.73), Neutral................149
FY10 results preview, 20 August 2010 - ALERT
Sky Network Television Limited (SKT – NZ$4.95), Neutral .......151
FY10 result preview, 20 August 2010 - ALERT
Telecom New Zealand (TEL – NZ$2.07), Neutral ........................153
FY10 result preview, due 20 August - ALERT
Virgin Blue (VBA – A$0.29), Neutral.............................................155
FY10 Profit Preview
Substantial Shareholder Disclosures ..................... 159
Economics and Commodities Forecasts................ 161
Company Forecasts.................................................. 163