Summary: Analysts are positive on Rio Tinto’s cost cutting, while they see some opportunity in shipbuilder Austal despite this week’s sell off. JB Hi-Fi does not appear to be significantly impacted by Dick Smith’s price slashing, and could benefit from DSH store closures. CSL is looking towards 2016 as a breakout year for their haemophilia treatment, while analysts lower their earnings forecasts for Suncorp Group as their new chief executve announces a profit downgrade.
Key take out: Analysts see value in Rio Tinto as the miner cuts capital expenditure to $5 billion in 2016, from a proposed figure just under $6bn.
Key beneficiaries: General investors. Category: Shares.