3月9日 - ** 麦格理(Macquarie)分析师称,澳大利亚-新西兰工业部门仍显示出需求相当低迷的迹象。
** 然而,削减成本、改善平衡的企业已为复苏做好准备
** 券商选择防御性股票--Amcor 485.F、Brambles BXB.AX、Cleanaway Waste CWY.AX和James Hardie JHX.AX作为本地行业的首选股票
** 麦格理认为,工业领域仍然非常注重降低成本和提高效率,尤其是在市场条件仍然不温不火的情况下--麦格理
** 麦格理称,Amcor公司的防御性很强,估值很有吸引力,BerryBRY.O公司的整合是麦格理选股的关键因素。
** 麦格理称,鉴于Brambles强劲的回报状况和提高回报的 "明确意图",其估值仍然具有吸引力
** 券商称 Cleanaway 的新业务继续为其前景提供越来越多的支持
** 认为 James Hardie 能够控制任何关税影响,并正在灵活调整其成本基础,效果良好
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