Summary: The newsletters are upbeat on Qantas and Nine Entertainment as management initiatives and more favourable environment dynamics reward the stocks. But while the same can be said for Harvey Norman amid the heated housing market, most analysts think it’s already reflected in the retailer’s shares. Elsewhere, Suncorp’s latest warning over Cyclone Marcia highlights the inherent risk of insurance companies, while Cabcharge’s results show the company is responding well to its negative earnings outlook.
Key take-out: As Qantas turns into a more agile company under its effective transformation program, it’s likely to beat profit forecasts again in the future, analysts say.
Key beneficiaries: General investors. Category: Shares.