Goldman Sachs MarketCommentaryhttp://client.gs.com.auLatest Researchen-usCopyright 2005 Goldman Sachshttp://client.gs.com.au/rss/2012-02-05T03:01:00+11:00Goldman Sachshttp://client.gs.com.au/images/GSlogo.pnghttp://client.gs.com.au6060Goldman Sachs MarketCommentaryAHE ARP: Commentary: New car sales +4.3% in JanuaryAuthor: Will Charlston(will.charlston@gs.com),Anthony Longo(anthony.longo@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120203/f7e48e9c-6d64-4546-bc55-a4b146c7ec81.xmlWill Charlston(will.charlston@gs.com),Anthony Longo(anthony.longo@gs.com)2012-02-03T15:37:13+11:00Friday, 03 Feb 2012 15:37:13 AEDSTMarket CommentaryAHE: Commentary: Sale and leaseback of propertyAuthor: George Batsakis(george.batsakis@gs.com),Will Charlston(will.charlston@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120203/957ba3b2-cb02-4008-88dd-1f0f215df188.xmlGeorge Batsakis(george.batsakis@gs.com),Will Charlston(will.charlston@gs.com)2012-02-03T09:57:25+11:00Friday, 03 Feb 2012 09:57:25 AEDSTMarket CommentaryNew Zealand: International Travel & Migration, Dec - A net outflow yet againAuthor: Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120203/4ca16f91-f19c-40c8-ba43-7c3e5d4c7296.xmlPhilip Borkin(philip.borkin@gs.com)2012-02-03T09:34:28+11:00Friday, 03 Feb 2012 09:34:28 AEDSTMarket CommentaryNew Zealand: Barfoot & Thompson Auckland House Sales, Jan - Small reversal after gainsAuthor: Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120203/e060373e-73ef-4c52-b723-c9d3272299ab.xmlPhilip Borkin(philip.borkin@gs.com)2012-02-03T08:38:31+11:00Friday, 03 Feb 2012 08:38:31 AEDSTMarket CommentaryOSH STO XOM: Commentary: P'nyang South spuds - a key appraisal target for PNG LNG expansionAuthor: Mark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120202/106795f2-fc45-4914-aeb7-cd89ab39e81e.xmlMark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)2012-02-02T15:51:07+11:00Thursday, 02 Feb 2012 15:51:07 AEDSTMarket CommentaryAustralia: Building Approvals, Dec: Weak trends suggest upturn in residential construction still some months awayAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120202/3d8401da-c068-475e-8239-3b3eb8b959d3.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-02-02T12:31:21+11:00Thursday, 02 Feb 2012 12:31:21 AEDSTMarket CommentaryAustralia: International Trade, Dec: Net trade likely a small boost to Dec qtr GDP growthAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120202/0e2128cb-5ebd-4146-a9b7-346c485a8ccf.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-02-02T12:26:25+11:00Thursday, 02 Feb 2012 12:26:25 AEDSTMarket CommentaryBBG: Commentary: Zumiez January sales: Solid sales momentum continuesAuthor: Phillip Kimber(phillip.kimber@gs.com),Gabriel Wilson-Otto(gabriel.wilson-otto@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120202/469d17ee-8611-49e3-9dc7-b56a58ea5d91.xmlPhillip Kimber(phillip.kimber@gs.com),Gabriel Wilson-Otto(gabriel.wilson-otto@gs.com)2012-02-02T10:32:35+11:00Thursday, 02 Feb 2012 10:32:35 AEDSTMarket CommentaryWES: Commentary: 2Q12 Sales result: Initial thoughtsAuthor: Phillip Kimber(phillip.kimber@gs.com),Gabriel Wilson-Otto(gabriel.wilson-otto@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120202/c9ad65bd-524e-4e0f-afb1-b23e99379a9a.xmlPhillip Kimber(phillip.kimber@gs.com),Gabriel Wilson-Otto(gabriel.wilson-otto@gs.com)2012-02-02T09:29:02+11:00Thursday, 02 Feb 2012 09:29:02 AEDSTMarket CommentaryBLD: Commentary: Boral sells Indonesian construction materials business and provides trading updateAuthor: James Hannam(james.hannam@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120201/d7d409f0-42c7-43df-ac4b-dcdd57cdd093.xmlJames Hannam(james.hannam@gs.com)2012-02-01T12:51:01+11:00Wednesday, 01 Feb 2012 12:51:01 AEDSTMarket CommentaryAustralia: ABS House prices, Dec qtr: We expect downtrend in house prices to continue into 1H2012Author: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120201/1c4c4a26-693c-4e29-a11d-687bceaf05f6.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-02-01T12:06:21+11:00Wednesday, 01 Feb 2012 12:06:21 AEDSTMarket CommentaryAustralia: PMI, January: Manufacturing conditions appear to be improving even as broader activity is tepidAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120201/62466fc5-5de1-43d3-aa0c-bdac6157d5ba.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-02-01T10:10:46+11:00Wednesday, 01 Feb 2012 10:10:46 AEDSTMarket CommentaryCommentary: Mining Commodities: Rare Earths – WTO ruling may influence China's export policyAuthor: Malcolm Southwood(malcolm.southwood@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/87f4fb89-7d68-46f8-a51c-d7d35e90ea34.xmlMalcolm Southwood(malcolm.southwood@gs.com)2012-01-31T17:06:04+11:00Tuesday, 31 Jan 2012 17:06:04 AEDSTMarket CommentaryCommentary: December APRA DataAuthor: Ben Koo(ben.koo@gs.com),Elizabeth Rogers(elizabeth.rogers@gs.com),Jennifer Lowry(jennifer.lowry@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/ce1ac54e-7924-43ef-ba98-c2c6184bbfbf.xmlBen Koo(ben.koo@gs.com),Elizabeth Rogers(elizabeth.rogers@gs.com),Jennifer Lowry(jennifer.lowry@gs.com)2012-01-31T14:56:32+11:00Tuesday, 31 Jan 2012 14:56:32 AEDSTMarket CommentaryORG: Commentary: First Take: ORG 2Q FY12 Quarter - below our expectationsAuthor: Mark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/a09af303-36a3-4081-b2ea-1ee6ef5f533b.xmlMark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)2012-01-31T13:47:58+11:00Tuesday, 31 Jan 2012 13:47:58 AEDSTMarket CommentaryTAP: Commentary: First Take: Tap Oil 4Q - in line with our estimatesAuthor: Mark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/53d12b1a-173f-4feb-865b-9d422f7e9bd6.xmlMark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)2012-01-31T13:35:21+11:00Tuesday, 31 Jan 2012 13:35:21 AEDSTMarket CommentaryAustralia: NAB December: Still subdued conditions, consistent with further RBA easing.Author: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/f11bb761-9a42-4c54-8a3a-39209c99b8f8.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-31T12:30:37+11:00Tuesday, 31 Jan 2012 12:30:37 AEDSTMarket CommentaryAustralia: Australia: Private Sector Credit, Dec: Credit growth still weak despite modest improvement in corporate sectorAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/e18c5d2d-195a-45b5-8407-b41d0962c586.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-31T12:01:58+11:00Tuesday, 31 Jan 2012 12:01:58 AEDSTMarket CommentaryAWE: First Take: AWE 2Q FY12 report - above our expectationsAuthor: Mark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/fc7906c2-3f71-448e-9036-62ce5a798ad3.xmlMark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)2012-01-31T11:50:01+11:00Tuesday, 31 Jan 2012 11:50:01 AEDSTMarket CommentaryBOQ: BOQ releases November 2011 Pillar 3: Shows improving asset trendAuthor: Ben Koo(ben.koo@gs.com),Elizabeth Rogers(elizabeth.rogers@gs.com),Jennifer Lowry(jennifer.lowry@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/96df1b1e-e0fe-4538-99cd-07f736ca336b.xmlBen Koo(ben.koo@gs.com),Elizabeth Rogers(elizabeth.rogers@gs.com),Jennifer Lowry(jennifer.lowry@gs.com)2012-01-31T11:40:54+11:00Tuesday, 31 Jan 2012 11:40:54 AEDSTMarket CommentaryAustralia: RP Data-Rismark Home Prices, December: Rate of decline has slowed, but too early to call a base in house pricesAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/395a3cf6-62e8-4118-b6ce-7670c2563549.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-31T11:27:07+11:00Tuesday, 31 Jan 2012 11:27:07 AEDSTMarket CommentaryWOW: Commentary: Woolworths 2Q12 sales result & Consumer Electronics Review - initial thoughtsAuthor: Phillip Kimber(phillip.kimber@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120131/63ef8be6-b84b-4fda-970a-fa421e555f1e.xmlPhillip Kimber(phillip.kimber@gs.com)2012-01-31T10:48:41+11:00Tuesday, 31 Jan 2012 10:48:41 AEDSTMarket CommentaryOST: OneSteel (OST): Receives $64m Steel Transformation Plan AdvanceAuthor: Andrew Gibson(andrew.gibson@gs.com),Andrew McCusker(andrew.mccusker@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120130/3efe9591-99bb-4b6d-9ea9-66be2df66db7.xmlAndrew Gibson(andrew.gibson@gs.com),Andrew McCusker(andrew.mccusker@gs.com)2012-01-30T12:27:57+11:00Monday, 30 Jan 2012 12:27:57 AEDSTMarket CommentaryAAD: Sale and leaseback of US freeholdsAuthor: Jim Godsil(jim.godsil@gs.com),Anthony Longo(anthony.longo@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120130/971bbfc0-7921-46db-90cb-a1d587d409c0.xmlJim Godsil(jim.godsil@gs.com),Anthony Longo(anthony.longo@gs.com)2012-01-30T11:50:02+11:00Monday, 30 Jan 2012 11:50:02 AEDSTMarket CommentaryROC: First Take: Roc Oil December Quarter - above our expectationsAuthor: Mark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120130/1e4a947d-eaef-4314-9b36-a6cd85b64d98.xmlMark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)2012-01-30T11:17:52+11:00Monday, 30 Jan 2012 11:17:52 AEDSTMarket CommentaryTCL: Transurban (A$5.57) CEO Announces Intention to ResignAuthor: Jonathan Collett(jonathan.collett@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120130/625b4144-77f6-404d-a3cb-cb77b5b44ad2.xmlJonathan Collett(jonathan.collett@gs.com)2012-01-30T10:22:52+11:00Monday, 30 Jan 2012 10:22:52 AEDSTMarket CommentaryOST BSL SGM: Commentary: Australian Morning Steel ReportAuthor: Andrew Gibson(andrew.gibson@gs.com),Andrew McCusker(andrew.mccusker@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120130/32abeb79-7185-400a-bb7f-13ac24943c24.xmlAndrew Gibson(andrew.gibson@gs.com),Andrew McCusker(andrew.mccusker@gs.com)2012-01-30T09:52:35+11:00Monday, 30 Jan 2012 09:52:35 AEDSTMarket CommentaryNWS NWSA: Commentary: NEWS CORP DAILY - Red Tails (Fox) drops to #4 at US Box Office; NWS 2Q12 result out Feb 9 (Syd time); NWS issues statement on journo arrests; TWC 4Q11 resultAuthor: Adam Alexander(adam.alexander@gs.com),Christian Guerra(christian.guerra@gs.com),Jacqueline Thai(jacqueline.thai@gs.com),Raymond Tong(raymond.tong@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120130/021648d6-b869-46cc-9a7d-b30bdb0136fc.xmlAdam Alexander(adam.alexander@gs.com),Christian Guerra(christian.guerra@gs.com),Jacqueline Thai(jacqueline.thai@gs.com),Raymond Tong(raymond.tong@gs.com)2012-01-30T09:32:59+11:00Monday, 30 Jan 2012 09:32:59 AEDSTMarket CommentaryCSL: CSL Limited: Implications from Baxter International 4QFY11 resultAuthor: Ian Abbott(ian.abbott@gs.com),Andrea Chong(andrea.chong@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120127/6e04ebfb-544f-4d3e-be59-edc334d67fc3.xmlIan Abbott(ian.abbott@gs.com),Andrea Chong(andrea.chong@gs.com)2012-01-27T09:36:18+11:00Friday, 27 Jan 2012 09:36:18 AEDSTMarket CommentaryNWS NWSA: Commentary: NEWS CORP DAILY - NWS investment Beyond Oblivion files for bankruptcy; NWS digital strategy focused on video; Sky Italia adds 13 HD channels; Netflix 4Q11 resultAuthor: Adam Alexander(adam.alexander@gs.com),Christian Guerra(christian.guerra@gs.com),Jacqueline Thai(jacqueline.thai@gs.com),Raymond Tong(raymond.tong@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120127/762a8fc2-414a-418b-af7f-7f0429e2dc40.xmlAdam Alexander(adam.alexander@gs.com),Christian Guerra(christian.guerra@gs.com),Jacqueline Thai(jacqueline.thai@gs.com),Raymond Tong(raymond.tong@gs.com)2012-01-27T10:51:10+11:00Friday, 27 Jan 2012 10:51:10 AEDSTMarket CommentaryNAB: NAB to make £130 mn contribution to UK Pension Scheme but group impact minorAuthor: Ben Koo(ben.koo@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120127/d7387b8d-25a3-4aee-9be8-76fdca5b8106.xmlBen Koo(ben.koo@gs.com)2012-01-27T10:34:56+11:00Friday, 27 Jan 2012 10:34:56 AEDSTMarket CommentaryWPL BHP BP.L CVX RDSa: Potential Browse gas resource auction processAuthor: Mark Wiseman(mark.wiseman@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120127/19182f04-7d16-41e5-9774-2d16da53befb.xmlMark Wiseman(mark.wiseman@gs.com)2012-01-27T12:35:08+11:00Friday, 27 Jan 2012 12:35:08 AEDSTMarket CommentaryALL: Commentary: WMS 2Q12 Result; Implications for ALLAuthor: Raymond Tong(raymond.tong@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120127/40df430d-7a4e-40a9-a3e8-6c86cba94a29.xmlRaymond Tong(raymond.tong@gs.com)2012-01-27T10:04:52+11:00Friday, 27 Jan 2012 10:04:52 AEDSTMarket CommentaryNew Zealand: RBNZ OCR Review - OCR left unchanged at 2.5%Author: Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120126/f8a8d4ce-af9a-4cf1-89d8-8fb5d89e6e7f.xmlPhilip Borkin(philip.borkin@gs.com)2012-01-26T07:36:15+11:00Thursday, 26 Jan 2012 07:36:15 AEDSTMarket CommentaryAIO: Commentary: Asciano (AIO.AX, $4.73): Key leadership changesAuthor: Jonathan Collett(jonathan.collett@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120125/360081ff-3629-4add-afe3-f197c4c4c89e.xmlJonathan Collett(jonathan.collett@gs.com)2012-01-25T16:25:49+11:00Wednesday, 25 Jan 2012 16:25:49 AEDSTMarket CommentaryNew Zealand: BNZ-Business NZ PMI, Dec - Manufacturing activity rebounds in DecemberAuthor: Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120125/a4e468f0-a510-4e37-8450-839396e3b44a.xmlPhilip Borkin(philip.borkin@gs.com)2012-01-25T13:34:50+11:00Wednesday, 25 Jan 2012 13:34:50 AEDSTMarket CommentaryCFX: Commentary: Tough read-through remains for retail sales to 31 December 2011Author: Simon Wheatley(simon.wheatley@gs.com),Andrew MacFarlane(andrew.macfarlane@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120125/1f335976-a126-4f43-8a25-c2c8f8b107a0.xmlSimon Wheatley(simon.wheatley@gs.com),Andrew MacFarlane(andrew.macfarlane@gs.com)2012-01-25T12:45:17+11:00Wednesday, 25 Jan 2012 12:45:17 AEDSTMarket CommentaryPPT: Commentary: FUM down 3% in the December quarter to A$22.9 bn; net outflows of A$0.9 bnAuthor: Ryan Fisher(ryan.fisher@gs.com),Ingrid Groer(ingrid.groer@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120125/a15b03ec-51ec-4743-87d7-fe092e091620.xmlRyan Fisher(ryan.fisher@gs.com),Ingrid Groer(ingrid.groer@gs.com)2012-01-25T12:51:15+11:00Wednesday, 25 Jan 2012 12:51:15 AEDSTMarket CommentaryAustralia: CPI, Dec qtr: Though stronger than consensus, underlying inflation still in middle of target bandAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120125/95c925db-5b10-4cf7-8207-21c1dd05f9de.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-25T12:38:47+11:00Wednesday, 25 Jan 2012 12:38:47 AEDSTMarket CommentaryOSH STO XOM: Commentary: Press reports on PNG landslide provide indication on the extent of impactAuthor: Mark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120125/cacd01b4-b05a-4965-866c-11fc0ba287d4.xmlMark Wiseman(mark.wiseman@gs.com),Anthony Ta(anthony.ta@gs.com)2012-01-25T12:17:31+11:00Wednesday, 25 Jan 2012 12:17:31 AEDSTMarket CommentaryALL: Commentary: IGT 1Q12 Result; Implications for AristocratAuthor: Adam Alexander(adam.alexander@gs.com),Raymond Tong(raymond.tong@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120125/b8a8849f-3d57-43a2-9604-3408a129e2e2.xmlAdam Alexander(adam.alexander@gs.com),Raymond Tong(raymond.tong@gs.com)2012-01-25T08:43:54+11:00Wednesday, 25 Jan 2012 08:43:54 AEDSTMarket CommentaryAPA: Commentary: Issues JPY10 bn (A$126 mn) medium term notesAuthor: Jonathan Collett(jonathan.collett@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120124/91af1ee7-b324-42a0-bcd4-c61bf1505885.xmlJonathan Collett(jonathan.collett@gs.com)2012-01-24T15:01:09+11:00Tuesday, 24 Jan 2012 15:01:09 AEDSTMarket CommentaryCommentary: Orica further delays start-up of Kooragang Is ammonia plantAuthor: Matthew McNee(matthew.mcnee@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120124/65b49399-4aa5-45f1-a600-2536b1e267dc.xmlMatthew McNee(matthew.mcnee@gs.com)2012-01-24T10:57:35+11:00Tuesday, 24 Jan 2012 10:57:35 AEDSTMarket CommentaryMQA: Commentary: APRR toll price increasesAuthor: Jonathan Collett(jonathan.collett@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120124/c3df7eb5-6c17-4ecd-9b35-1dcb36ed5c05.xmlJonathan Collett(jonathan.collett@gs.com)2012-01-24T10:47:13+11:00Tuesday, 24 Jan 2012 10:47:13 AEDSTMarket CommentaryOSH: Commentary: First Take: Oil Search December Quarter - in line with our expectationsAuthor: Mark Wiseman(mark.wiseman@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120124/f12c80a0-86b7-4379-a870-6a395615aca7.xmlMark Wiseman(mark.wiseman@gs.com)2012-01-24T10:40:45+11:00Tuesday, 24 Jan 2012 10:40:45 AEDSTMarket CommentaryAWE: Commentary: Indonesian oil acquisitionAuthor: Mark Wiseman(mark.wiseman@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120123/2538171f-112f-4995-b509-f4a132b88fde.xmlMark Wiseman(mark.wiseman@gs.com)2012-01-23T12:30:26+11:00Monday, 23 Jan 2012 12:30:26 AEDSTMarket CommentaryAustralia: PPI, Dec qtr:Author: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120123/d78a673e-dff6-42a6-b295-5aa112fe1f97.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-23T12:23:03+11:00Monday, 23 Jan 2012 12:23:03 AEDSTMarket CommentaryAPA: Further Capacity Expansion of Goldfields Gas PipelineAuthor: Jonathan Collett(jonathan.collett@gs.com),Winston Chong(winston.chong@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120123/894b1cfc-f96e-4cdb-9625-afe464206324.xmlJonathan Collett(jonathan.collett@gs.com),Winston Chong(winston.chong@gs.com)2012-01-23T11:33:08+11:00Monday, 23 Jan 2012 11:33:08 AEDSTMarket CommentaryCommentary: TWIG (Australia) - 23 January 2012Author: Chris Pidcock(chris.pidcock@gs.com),Jien Goh(jien.goh@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120123/42ea7f40-7375-4ba9-8090-a0f8f2a23acc.xmlChris Pidcock(chris.pidcock@gs.com),Jien Goh(jien.goh@gs.com)2012-01-23T11:17:21+11:00Monday, 23 Jan 2012 11:17:21 AEDSTMarket CommentaryMQA: Commentary: December Quarter Traffic & RevenueAuthor: Jonathan Collett(jonathan.collett@gs.com),Winston Chong(winston.chong@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120123/8be51213-1d70-4085-bba7-a1ae29642049.xmlJonathan Collett(jonathan.collett@gs.com),Winston Chong(winston.chong@gs.com)2012-01-23T10:58:17+11:00Monday, 23 Jan 2012 10:58:17 AEDSTMarket CommentaryORG: Commentary: Sinopec agreements for APLNG become bindingAuthor: Mark Wiseman(mark.wiseman@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120123/9bf6e671-a579-4378-b898-169d80daf9cd.xmlMark Wiseman(mark.wiseman@gs.com)2012-01-23T09:54:16+11:00Monday, 23 Jan 2012 09:54:16 AEDSTMarket CommentaryIMD: Commentary: Trading update and acquisitionAuthor: Nathan Reilly(nathan.reilly@gs.com),Chris Savage(chris.savage@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120123/98fbe9f0-cddf-4a2a-be52-fe35f81dc05e.xmlNathan Reilly(nathan.reilly@gs.com),Chris Savage(chris.savage@gs.com)2012-01-23T09:31:24+11:00Monday, 23 Jan 2012 09:31:24 AEDSTMarket CommentaryNXS: Commentary: Crux binding HOA - seeking further clarification from companyAuthor: Mark Wiseman(mark.wiseman@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120120/de1c8bdd-831e-49fc-83b8-19c8feb8296b.xmlMark Wiseman(mark.wiseman@gs.com)2012-01-20T07:58:27+11:00Friday, 20 Jan 2012 07:58:27 AEDSTMarket CommentarySVW: Commentary: Caterpillar sells Bucyrus distribution business to Finning for US$465mAuthor: Chris Savage(chris.savage@gs.com),Nathan Reilly(nathan.reilly@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120119/b4eab341-2391-4f6e-abf6-cef9760f174e.xmlChris Savage(chris.savage@gs.com),Nathan Reilly(nathan.reilly@gs.com)2012-01-19T13:39:13+11:00Thursday, 19 Jan 2012 13:39:13 AEDSTMarket CommentaryAustralia: Employment, December: A mixed report, but negatives outweigh positivesAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120119/3a54cfb8-fa81-42c5-830f-31ab597b3d6d.Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-19T12:22:35+11:00Thursday, 19 Jan 2012 12:22:35 AEDSTMarket CommentarySTO: Commentary: First Take: Santos December Quarter - production disappointsAuthor: Mark Wiseman(mark.wiseman@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120119/af1797b8-7b2b-4bb3-9ab4-426da111e55e.xmlMark Wiseman(mark.wiseman@gs.com)2012-01-19T11:52:41+11:00Thursday, 19 Jan 2012 11:52:41 AEDSTMarket CommentarySEK: Commentary: Seek Employment Index for December - New job ads +2.2% on pcp, +3.4% sequentiallyAuthor: Christian Guerra(christian.guerra@gs.com),Jacqueline Thai(jacqueline.thai@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120119/04a96924-220e-4b4e-aaf3-5a9755f28673.xmlChristian Guerra(christian.guerra@gs.com),Jacqueline Thai(jacqueline.thai@gs.com)2012-01-19T11:27:22+11:00Thursday, 19 Jan 2012 11:27:22 AEDSTMarket CommentaryWPL: Commentary: First Take: Woodside December Quarter - exceeds expectationsAuthor: Mark Wiseman(mark.wiseman@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120119/2a709852-6d10-4463-9dc1-29d5d4c2c319.xmlMark Wiseman(mark.wiseman@gs.com)2012-01-19T11:11:32+11:00Thursday, 19 Jan 2012 11:11:32 AEDSTMarket CommentarySYD: Commentary: December Traffic Results - Weak trend continuesAuthor: Jonathan Collett(jonathan.collett@gs.com),Winston Chong(winston.chong@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120119/db29b385-71eb-4f4c-b7a9-c3263d4832ad.xmlJonathan Collett(jonathan.collett@gs.com),Winston Chong(winston.chong@gs.com)2012-01-19T09:52:30+11:00Thursday, 19 Jan 2012 09:52:30 AEDSTMarket CommentaryNew Zealand: Consumer Price Index, 4Q11 - Large downside surprise provides the RBNZ with more flexibilityAuthor: Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120119/c48d3020-c3c0-4104-9406-6dc25a53a158.Philip Borkin(philip.borkin@gs.com)2012-01-19T09:33:53+11:00Thursday, 19 Jan 2012 09:33:53 AEDSTMarket CommentaryAustralian Economic Data Flash: Consumer Sentiment, Jan: Confidence still weak despite RBA easingAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120118/9e360595-08c3-4bc2-9251-b4c100fc8018.Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-18T11:14:35+11:00Wednesday, 18 Jan 2012 11:14:35 AEDSTMarket CommentarySGM: Commentary: Sims Metal Management (SGM): Acquires 16% of HK/Chinese Scrap CompanyAuthor: Andrew Gibson(andrew.gibson@gs.com),Andrew McCusker(andrew.mccusker@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120118/c2bb0811-afa1-49ff-b6b2-13d729f853b0.xmlAndrew Gibson(andrew.gibson@gs.com),Andrew McCusker(andrew.mccusker@gs.com)2012-01-18T10:45:21+11:00Wednesday, 18 Jan 2012 10:45:21 AEDSTMarket CommentaryNew Zealand Economic Data Flash: REINZ House Sales, December - Housing market has now shrugged off RWC distractionAuthor: Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120118/f94c9404-4800-4d1d-ac0b-270421f26ac9.Philip Borkin(philip.borkin@gs.com)2012-01-18T09:29:17+11:00Wednesday, 18 Jan 2012 09:29:17 AEDSTMarket CommentaryCommentary: TWIG (Australia) - 17 January 2012Author: Chris Pidcock(chris.pidcock@gs.com),Jien Goh(jien.goh@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120117/c152c414-bb14-4cb8-a76d-637255f83fed.xmlChris Pidcock(chris.pidcock@gs.com),Jien Goh(jien.goh@gs.com)2012-01-17T19:09:40+11:00Tuesday, 17 Jan 2012 19:09:40 AEDSTMarket CommentaryTGZ: Commentary: Drilling Update for SabodalaTeranga Gold Corp have provided an update on exploration efforts in Senegal.http://client.gs.com.au/viewer/?f=MarketCommentary/20120117/b1a742da-7dff-42f0-b5ca-9046be9b04b6.xmlPaul Hissey(paul.hissey@gs.com),Ian Preston(ian.preston@gs.com),Brett Cottrell(brett.cottrell@gs.com)2012-01-17T11:36:11+11:00Tuesday, 17 Jan 2012 11:36:11 AEDSTMarket CommentaryAHE: Commentary: AP Eagers Profit UpgradeAuthor: George Batsakis(george.batsakis@gs.com),Will Charlston(will.charlston@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120117/4b59f3a7-9b84-48dc-b26b-1637b5a7dee4.xmlGeorge Batsakis(george.batsakis@gs.com),Will Charlston(will.charlston@gs.com)2012-01-17T10:53:34+11:00Tuesday, 17 Jan 2012 10:53:34 AEDSTMarket CommentaryAAX: Commentary: Small oil sands acquisitionAuthor: Nathan Reilly(nathan.reilly@gs.com),Chris Savage(chris.savage@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120117/96a1138c-8541-4f08-8429-4ae4ef12d55d.xmlNathan Reilly(nathan.reilly@gs.com),Chris Savage(chris.savage@gs.com)2012-01-17T10:23:21+11:00Tuesday, 17 Jan 2012 10:23:21 AEDSTMarket CommentaryNew Zealand Economic Data Flash: Electronic Card Transactions - December 2011 - Further signs of softer activity in 4Q11Author: Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120117/fdd52cd5-b276-41fe-8e4a-9a5f815e9f49.Philip Borkin(philip.borkin@gs.com)2012-01-17T09:12:45+11:00Tuesday, 17 Jan 2012 09:12:45 AEDSTMarket CommentaryNew Zealand Economic Data Flash: NZIER Quarterly Survey of Business Opinion, 4Q11 - Domestic Economic Momentum SlowingAuthor: Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120117/fb520125-becd-40df-997e-1a7ef4276201.Philip Borkin(philip.borkin@gs.com)2012-01-17T08:44:45+11:00Tuesday, 17 Jan 2012 08:44:45 AEDSTMarket CommentaryFXJ SWM APN NWS TEN PRT CRZ REA AUN CMJ: Commentary: December SMI data shows agency advertising up +0.2%Author: Christian Guerra(christian.guerra@gs.com),Adam Alexander(adam.alexander@gs.com),Raymond Tong(raymond.tong@gs.com),Jacqueline Thai(jacqueline.thai@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120116/f5ad1562-e893-42a1-b045-76b7a2a1a38b.xmlChristian Guerra(christian.guerra@gs.com),Adam Alexander(adam.alexander@gs.com),Raymond Tong(raymond.tong@gs.com),Jacqueline Thai(jacqueline.thai@gs.com)2012-01-16T16:17:27+11:00Monday, 16 Jan 2012 16:17:27 AEDSTMarket CommentaryAustralian Economic Data Flash: Housing Finance, Nov: Another rise, but driven by temporary surge in first home buyers in NSWAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120116/ce43b01a-d69f-424c-8396-e0f626621a15.xmlTim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com)2012-01-16T13:21:47+11:00Monday, 16 Jan 2012 13:21:47 AEDSTMarket CommentaryAustralian Economic Data Flash: ANZ Job Ads, Dec: Another fall in Internet job ads. We expect further increase in unemployment rateAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120116/07a82ea2-379b-43dd-ad07-7455d9043da4.Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-16T12:12:23+11:00Monday, 16 Jan 2012 12:12:23 AEDSTMarket CommentarySKI: Retirement of Managing DirectorAuthor: Jonathan Collett(jonathan.collett@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120116/73abcd66-20f4-4ac4-aeb3-5cec977c9bb5.xmlJonathan Collett(jonathan.collett@gs.com)2012-01-16T11:59:33+11:00Monday, 16 Jan 2012 11:59:33 AEDSTMarket CommentaryAustralian Economic Data Flash: TDMI inflation gauge, December: Inflation pressures remain modest in the December quarterAuthor: Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)http://client.gs.com.au/viewer/?f=MarketCommentary/20120116/f588b88a-dc37-42e5-ac38-877a17e27762.Tim Toohey(tim.toohey@gs.com),David Colosimo(david.colosimo@gs.com),Andrew Boak(andrew.boak@gs.com),Philip Borkin(philip.borkin@gs.com)2012-01-16T11:08:40+11:00Monday, 16 Jan 2012 11:08:40 AEDSTMarket CommentaryANZ: Rates unchanged in first independent interest rate reviewAuthor: Jennifer Lowryhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120113/MarketCommentary_20120113_125015.xmlJennifer Lowry2012-01-13T12:50:15+11:00Friday, 13 Jan 2012 12:50:15 AEDSTMarket CommentarySKI: Outcome of Regulatory AppealsAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120113/MarketCommentary_20120113_124818.xmlWinston Chong2012-01-13T12:48:18+11:00Friday, 13 Jan 2012 12:48:18 AEDSTMarket CommentaryAIX: November Traffic StatisticsAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120113/MarketCommentary_20120113_110404.xmlWinston Chong2012-01-13T11:04:04+11:00Friday, 13 Jan 2012 11:04:04 AEDSTMarket CommentaryCWN: AFR reports CWN to invest $500m-$1bn in BurswoodAuthor: Raymond Tonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120113/MarketCommentary_20120113_100019.xmlRaymond Tong2012-01-13T10:00:19+11:00Friday, 13 Jan 2012 10:00:19 AEDSTMarket CommentaryMQA: APRR EUR500m Bond IssueAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120113/MarketCommentary_20120113_094410.xmlWinston Chong2012-01-13T09:44:10+11:00Friday, 13 Jan 2012 09:44:10 AEDSTMarket CommentaryNAB: Transfers GBP400m to Clydesdale BankAuthor: Elizabeth Rogershttp://client.gs.com.au/viewer/?f=MarketCommentary/20120113/MarketCommentary_20120113_090611.xmlElizabeth Rogers2012-01-13T09:06:11+11:00Friday, 13 Jan 2012 09:06:11 AEDSTMarket CommentaryALK: Lowering TP following a review of risk weightingAuthor: Paul Hisseyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_185804.xmlPaul Hissey2012-01-12T18:58:04+11:00Thursday, 12 Jan 2012 18:58:04 AEDSTMarket CommentaryALS: Update price targetAuthor: Jim Godsilhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_184202.xmlJim Godsil2012-01-12T18:42:02+11:00Thursday, 12 Jan 2012 18:42:02 AEDSTMarket CommentaryQBE: EPS downgraded on the back of today's pre-announcementAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_175806.xmlRyan Fisher2012-01-12T17:58:06+11:00Thursday, 12 Jan 2012 17:58:06 AEDSTMarket CommentaryQAN: Downgrade to HOLDAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_175017.xmlAndrew McCusker2012-01-12T17:50:17+11:00Thursday, 12 Jan 2012 17:50:17 AEDSTMarket CommentaryTCL: Upgrading to BUYAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_174825.xmlWinston Chong2012-01-12T17:48:25+11:00Thursday, 12 Jan 2012 17:48:25 AEDSTMarket CommentarySVW DOW TSE: Change in target prices for Transfield Services, Downer EDI and Seven Group HoldingsAuthor: Chris Savagehttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_151015.xmlChris Savage2012-01-12T15:10:15+11:00Thursday, 12 Jan 2012 15:10:15 AEDSTMarket CommentaryELD JHX BLD: Target Price ChangesAuthor: James Hannamhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_142805.xmlJames Hannam2012-01-12T14:28:05+11:00Thursday, 12 Jan 2012 14:28:05 AEDSTMarket CommentaryQBE: Over (very) initial thoughts on today's pre-announcementAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_133801.xmlRyan Fisher2012-01-12T13:38:01+11:00Thursday, 12 Jan 2012 13:38:01 AEDSTMarket CommentaryBXB VAH: Target Price ChangesAuthor: Andrew Gibsonhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_132801.xmlAndrew Gibson2012-01-12T13:28:01+11:00Thursday, 12 Jan 2012 13:28:01 AEDSTMarket CommentarySAI: EPS revisions following Compliance 360 acquisitionAuthor: Mike Youngerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_125204.xmlMike Younger2012-01-12T12:52:04+11:00Thursday, 12 Jan 2012 12:52:04 AEDSTMarket CommentaryTCL: Earnings and Price Target RevisionsAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_122022.xmlWinston Chong2012-01-12T12:20:22+11:00Thursday, 12 Jan 2012 12:20:22 AEDSTMarket CommentaryQAN: Earnings and Price Target RevisionsAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_121016.xmlAndrew McCusker2012-01-12T12:10:16+11:00Thursday, 12 Jan 2012 12:10:16 AEDSTMarket CommentarySMX RKN NVT: Updating share price targetsAuthor: Mike Youngerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_115204.xmlMike Younger2012-01-12T11:52:04+11:00Thursday, 12 Jan 2012 11:52:04 AEDSTMarket CommentaryIron Ore: Weather Disruption to Brazilian and Australian ShipmentsAuthor: Malcolm Southwoodhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_105801.xmlMalcolm Southwood2012-01-12T10:58:01+11:00Thursday, 12 Jan 2012 10:58:01 AEDSTMarket CommentaryBRG PFL GUD SUL ORL TRS: Updating share price targetsAuthor: George Batsakishttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_103801.xmlGeorge Batsakis2012-01-12T10:38:01+11:00Thursday, 12 Jan 2012 10:38:01 AEDSTMarket CommentarySHV: Updating share price targetAuthor: Jim Godsilhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_101801.xmlJim Godsil2012-01-12T10:18:01+11:00Thursday, 12 Jan 2012 10:18:01 AEDSTMarket CommentaryILU: Quarterly Production ReportAuthor: Paul Hisseyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_101614.xmlPaul Hissey2012-01-12T10:16:14+11:00Thursday, 12 Jan 2012 10:16:14 AEDSTMarket CommentaryENV: Regulatory Appeal OutcomeAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_100814.xmlWinston Chong2012-01-12T10:08:14+11:00Thursday, 12 Jan 2012 10:08:14 AEDSTMarket CommentaryTPW.NZ CEN.NZ: TPW continues to lose retail customersAuthor: Matthew Henryhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_100403.xmlMatthew Henry2012-01-12T10:04:03+11:00Thursday, 12 Jan 2012 10:04:03 AEDSTMarket CommentaryTCL: December Quarter Traffic & RevenueAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_094017.xmlWinston Chong2012-01-12T09:40:17+11:00Thursday, 12 Jan 2012 09:40:17 AEDSTMarket CommentarySAI: Acquires another US compliance businessAuthor: Mike Youngerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120112/MarketCommentary_20120112_093201.xmlMike Younger2012-01-12T09:32:01+11:00Thursday, 12 Jan 2012 09:32:01 AEDSTMarket CommentaryAPI: Initiation of coverageAuthor: Andrea Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_203411.xmlAndrea Chong2012-01-11T20:34:11+11:00Wednesday, 11 Jan 2012 20:34:11 AEDSTMarket CommentaryCPU: (1) Marking To Market (2) Pulling Back To HOLD On Short-Term IssuesAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_201414.xmlRyan Fisher2012-01-11T20:14:14+11:00Wednesday, 11 Jan 2012 20:14:14 AEDSTMarket CommentaryCSL: Downgrade to HOLDAuthor: Andrea Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_201001.xmlAndrea Chong2012-01-11T20:10:01+11:00Wednesday, 11 Jan 2012 20:10:01 AEDSTMarket CommentaryBSL: Earnings RevisionsAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_190401.xmlAndrew McCusker2012-01-11T19:04:01+11:00Wednesday, 11 Jan 2012 19:04:01 AEDSTMarket CommentaryAMC: Downgrade to HOLDAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_184401.xmlAndrew McCusker2012-01-11T18:44:01+11:00Wednesday, 11 Jan 2012 18:44:01 AEDSTMarket CommentaryKZL: 2Q12 Production reportAuthor: Paul Hisseyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_162816.xmlPaul Hissey2012-01-11T16:28:16+11:00Wednesday, 11 Jan 2012 16:28:16 AEDSTMarket CommentaryFXJ APN: RADIO NETWORKS - METRO RADIO AD MARKET +0.5% IN DECEMBER 2011Author: Jacqueline Thaihttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_150218.xmlJacqueline Thai2012-01-11T15:02:18+11:00Wednesday, 11 Jan 2012 15:02:18 AEDSTMarket CommentaryChina: Preliminary Trade Data for DecemberAuthor: Malcolm Southwoodhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_142819.xmlMalcolm Southwood2012-01-11T14:28:19+11:00Wednesday, 11 Jan 2012 14:28:19 AEDSTMarket CommentaryNZO.NZ: Revised target priceAuthor: Matthew Henryhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_141217.xmlMatthew Henry2012-01-11T14:12:17+11:00Wednesday, 11 Jan 2012 14:12:17 AEDSTMarket CommentaryQBE: Regulatory probe into the Forced Home Insurance market... another example of why the stock is now in the "too hard" basket for most investorsAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_140201.xmlRyan Fisher2012-01-11T14:02:01+11:00Wednesday, 11 Jan 2012 14:02:01 AEDSTMarket CommentaryRYM.NZ: Revised price targetAuthor: Matthew Henryhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_132601.xmlMatthew Henry2012-01-11T13:26:01+11:00Wednesday, 11 Jan 2012 13:26:01 AEDSTMarket CommentaryFBU.NZ: Revised price targetAuthor: Rohan Koreman-Smithttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_132401.xmlRohan Koreman-Smit2012-01-11T13:24:01+11:00Wednesday, 11 Jan 2012 13:24:01 AEDSTMarket CommentaryPlatinum Group Metals: South African Power Shortages Looming AgainAuthor: Malcolm Southwoodhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_121421.xmlMalcolm Southwood2012-01-11T12:14:21+11:00Wednesday, 11 Jan 2012 12:14:21 AEDSTMarket CommentaryABS Job Vacancies, November qtr: Job vacancies recede again in fourth quarterAuthor: David Colosimohttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_115605.xmlDavid Colosimo2012-01-11T11:56:05+11:00Wednesday, 11 Jan 2012 11:56:05 AEDSTMarket CommentaryBTT: 31 December Update: FUM/Flows better than we expected, but JO Hambro performance fees worseAuthor: Ingrid Groerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_103601.xmlIngrid Groer2012-01-11T10:36:01+11:00Wednesday, 11 Jan 2012 10:36:01 AEDSTMarket CommentaryDecember Barfoot & Thompson Auckland House SalesAuthor: Philip Borkinhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120111/MarketCommentary_20120111_084201.xmlPhilip Borkin2012-01-11T08:42:01+11:00Wednesday, 11 Jan 2012 08:42:01 AEDSTMarket CommentaryQBE IAG SUN: The General Insurers: Marking To Market, Adjusting For Storm CostsAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_232614.xmlRyan Fisher2012-01-10T23:26:14+11:00Tuesday, 10 Jan 2012 23:26:14 AEDSTMarket CommentaryBTT AMP IFL PPT HGG CGF: The Wealth Managers: Marking to MarketAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_232414.xmlRyan Fisher2012-01-10T23:24:14+11:00Tuesday, 10 Jan 2012 23:24:14 AEDSTMarket CommentaryGFF: GFF - Earnings ChangeAuthor: Gabriel Wilson-Ottohttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_215207.xmlGabriel Wilson-Otto2012-01-10T21:52:07+11:00Tuesday, 10 Jan 2012 21:52:07 AEDSTMarket CommentaryWOW: Revised Price TargetAuthor: Gabriel Wilson-Ottohttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_165801.xmlGabriel Wilson-Otto2012-01-10T16:58:01+11:00Tuesday, 10 Jan 2012 16:58:01 AEDSTMarket CommentaryANZ MQG NAB BEN BOQ CBA WBC: Target Price review for Banking SectorAuthor: Elizabeth Rogershttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_165011.xmlElizabeth Rogers2012-01-10T16:50:11+11:00Tuesday, 10 Jan 2012 16:50:11 AEDSTMarket CommentaryAIR.NZ: Price Target ChangeAuthor: Marcus Curleyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_155016.xmlMarcus Curley2012-01-10T15:50:16+11:00Tuesday, 10 Jan 2012 15:50:16 AEDSTMarket CommentaryAWC: Implications for AWC arising from the Alcoa 4Q11 resultAuthor: Paul Hisseyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_145622.xmlPaul Hissey2012-01-10T14:56:22+11:00Tuesday, 10 Jan 2012 14:56:22 AEDSTMarket CommentaryHLG.NZ PPL.NZ WHS.NZ: Retail Sector Price Target ChangesAuthor: Buffy Gillhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_142201.xmlBuffy Gill2012-01-10T14:22:01+11:00Tuesday, 10 Jan 2012 14:22:01 AEDSTMarket CommentaryBuilding approvals, November: Rebound in approvals after uncharacteristically large fall in prior monthAuthor: David Colosimohttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_121014.xmlDavid Colosimo2012-01-10T12:10:14+11:00Tuesday, 10 Jan 2012 12:10:14 AEDSTMarket CommentaryPBG: Unsolicited offer from KKRAuthor: Gabriel Wilson-Ottohttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_120006.xmlGabriel Wilson-Otto2012-01-10T12:00:06+11:00Tuesday, 10 Jan 2012 12:00:06 AEDSTMarket CommentaryIAG SUN: Melbourne Storms: Likely to cost IAG $180-200m (vs our estimate of ~$200m)Author: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_111001.xmlRyan Fisher2012-01-10T11:10:01+11:00Tuesday, 10 Jan 2012 11:10:01 AEDSTMarket CommentarySGM: Key Takeouts From Schnitzer Steel 1Q ResultAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_093816.xmlAndrew McCusker2012-01-10T09:38:16+11:00Tuesday, 10 Jan 2012 09:38:16 AEDSTMarket CommentaryNovember Building Consent IssuanceAuthor: Philip Borkinhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_092202.xmlPhilip Borkin2012-01-10T09:22:02+11:00Tuesday, 10 Jan 2012 09:22:02 AEDSTMarket CommentaryASX: EPS downgraded to reflect weak activity levelsAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120110/MarketCommentary_20120110_004003.xmlRyan Fisher2012-01-10T00:40:03+11:00Tuesday, 10 Jan 2012 00:40:03 AEDSTMarket CommentaryRetail Sales, November Slightly softer-than-expected retail environment in lead-up to ChristmasAuthor: Andrew Boakhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120109/MarketCommentary_20120109_122216.xmlAndrew Boak2012-01-09T12:22:16+11:00Monday, 09 Jan 2012 12:22:16 AEDSTMarket CommentarySUL: Positive Trading UpdateAuthor: George Batsakishttp://client.gs.com.au/viewer/?f=MarketCommentary/20120109/MarketCommentary_20120109_120001.xmlGeorge Batsakis2012-01-09T12:00:01+11:00Monday, 09 Jan 2012 12:00:01 AEDSTMarket CommentarySAN.NZ PGW.NZ CAV.NZ GPG.NZ: Price Target ChangesAuthor: Adrian Allbonhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120109/MarketCommentary_20120109_115401.xmlAdrian Allbon2012-01-09T11:54:01+11:00Monday, 09 Jan 2012 11:54:01 AEDSTMarket CommentarySPT: For sale at $2.80psAuthor: Mike Youngerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120109/MarketCommentary_20120109_101021.xmlMike Younger2012-01-09T10:10:21+11:00Monday, 09 Jan 2012 10:10:21 AEDSTMarket CommentaryNovember Overseas Merchandise TradeAuthor: Philip Borkinhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120109/MarketCommentary_20120109_092212.xmlPhilip Borkin2012-01-09T09:22:12+11:00Monday, 09 Jan 2012 09:22:12 AEDSTMarket CommentaryIAG SUN: SUN's update on the Melb storms (part 2 of 2)... the implications for SUN and IAG stockAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120106/MarketCommentary_20120106_194413.xmlRyan Fisher2012-01-06T19:44:13+11:00Friday, 06 Jan 2012 19:44:13 AEDSTMarket CommentaryIAG SUN: SUN has announced its likely claims costs from the Melb storms ($200-250m)Author: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120106/MarketCommentary_20120106_193606.xmlRyan Fisher2012-01-06T19:36:06+11:00Friday, 06 Jan 2012 19:36:06 AEDSTMarket CommentaryAluminium: Recent Supply-Side DevelopmentsAuthor: Malcolm Southwoodhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120106/MarketCommentary_20120106_120603.xmlMalcolm Southwood2012-01-06T12:06:03+11:00Friday, 06 Jan 2012 12:06:03 AEDSTMarket CommentaryTWE: Constellation Brands 3Q12 Result; maintains EPS guidanceAuthor: Andrea Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120106/MarketCommentary_20120106_102803.xmlAndrea Chong2012-01-06T10:28:03+11:00Friday, 06 Jan 2012 10:28:03 AEDSTMarket CommentaryCOH: Adverse event reports lower in December; consistent with company commentaryAuthor: Andrea Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120106/MarketCommentary_20120106_091215.xmlAndrea Chong2012-01-06T09:12:15+11:00Friday, 06 Jan 2012 09:12:15 AEDSTMarket CommentaryWES: Quarterly Coal Price SettlementAuthor: Gabriel Wilson-Ottohttp://client.gs.com.au/viewer/?f=MarketCommentary/20120106/MarketCommentary_20120106_082601.xmlGabriel Wilson-Otto2012-01-06T08:26:01+11:00Friday, 06 Jan 2012 08:26:01 AEDSTMarket CommentaryWPL ORG OSH: Price target adjustmentsAuthor: Mark Wisemanhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_195605.xmlMark Wiseman2012-01-05T19:56:05+11:00Thursday, 05 Jan 2012 19:56:05 AEDSTMarket CommentaryWDC: Earnings revisions on lower interest assumptionsAuthor: Simon Wheatleyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_193814.xmlSimon Wheatley2012-01-05T19:38:14+11:00Thursday, 05 Jan 2012 19:38:14 AEDSTMarket CommentaryRHC COH RMD SIP: Price target revisionsAuthor: Andrea Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_192001.xmlAndrea Chong2012-01-05T19:20:01+11:00Thursday, 05 Jan 2012 19:20:01 AEDSTMarket CommentaryWSA: WSA: Increased Resource Estimate for Spotted QuollAuthor: Ian Prestonhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_150616.xmlIan Preston2012-01-05T15:06:16+11:00Thursday, 05 Jan 2012 15:06:16 AEDSTMarket CommentaryLYC: Temporary Operating License (Pre-Operating) for LAMP - LynasAuthor: Ian Prestonhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_131401.xmlIan Preston2012-01-05T13:14:01+11:00Thursday, 05 Jan 2012 13:14:01 AEDSTMarket CommentaryAHE ARP: New car sales -5% in DecemberAuthor: Will Charlstonhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_130810.xmlWill Charlston2012-01-05T13:08:10+11:00Thursday, 05 Jan 2012 13:08:10 AEDSTMarket CommentaryInternational Trade, November: Trade surplus narrows further as falling iron ore prices bite into export receiptsAuthor: David Colosimohttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_122801.xmlDavid Colosimo2012-01-05T12:28:01+11:00Thursday, 05 Jan 2012 12:28:01 AEDSTMarket CommentaryPSI, December: +1.3pts to 49.0; remains below the 50 reading, signalling a contraction in activity in the services sector.Author: Andrew Boakhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_101616.xmlAndrew Boak2012-01-05T10:16:16+11:00Thursday, 05 Jan 2012 10:16:16 AEDSTMarket CommentaryBBG: BBG - Zumiez December Sales & Upgraded 4Q GuidanceAuthor: Gabriel Wilson-Ottohttp://client.gs.com.au/viewer/?f=MarketCommentary/20120105/MarketCommentary_20120105_092404.xmlGabriel Wilson-Otto2012-01-05T09:24:04+11:00Thursday, 05 Jan 2012 09:24:04 AEDSTMarket CommentaryKMD: GM Retail ResignsAuthor: George Batsakishttp://client.gs.com.au/viewer/?f=MarketCommentary/20120104/MarketCommentary_20120104_151817.xmlGeorge Batsakis2012-01-04T15:18:17+11:00Wednesday, 04 Jan 2012 15:18:17 AEDSTMarket CommentaryIAG: Details of reinsurance program for calendar 2012Author: Ingrid Groerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120104/MarketCommentary_20120104_123812.xmlIngrid Groer2012-01-04T12:38:12+11:00Wednesday, 04 Jan 2012 12:38:12 AEDSTMarket CommentaryIAG SUN: Claims events in late December likely to turn a "light" half into an "average" halfAuthor: Ryan Fisherhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120104/MarketCommentary_20120104_112628.xmlRyan Fisher2012-01-04T11:26:28+11:00Wednesday, 04 Jan 2012 11:26:28 AEDSTMarket CommentaryMDL: MDL acquire 14.9% of World Titanium Resources (WTR.AX)Author: Paul Hisseyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120104/MarketCommentary_20120104_101821.xmlPaul Hissey2012-01-04T10:18:21+11:00Wednesday, 04 Jan 2012 10:18:21 AEDSTMarket CommentaryCSL: FDA approves expanded label indication for specialty productAuthor: Andrea Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20120104/MarketCommentary_20120104_084201.xmlAndrea Chong2012-01-04T08:42:01+11:00Wednesday, 04 Jan 2012 08:42:01 AEDSTMarket CommentaryTAP NXS AWE ROC: Small oils - Earnings, valuation & price target revisionsAuthor: Mark Wisemanhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120103/MarketCommentary_20120103_201816.xmlMark Wiseman2012-01-03T20:18:16+11:00Tuesday, 03 Jan 2012 20:18:16 AEDSTMarket CommentaryCQO: Binding Implementation Agreement has been executed; Vote expected in mid March 2012Author: Peter Zukhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120103/MarketCommentary_20120103_121801.xmlPeter Zuk2012-01-03T12:18:01+11:00Tuesday, 03 Jan 2012 12:18:01 AEDSTMarket CommentaryCQR: CEO to departAuthor: Simon Wheatleyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120103/MarketCommentary_20120103_104801.xmlSimon Wheatley2012-01-03T10:48:01+11:00Tuesday, 03 Jan 2012 10:48:01 AEDSTMarket CommentaryAustralia PMI, December: Manufacturing conditions remain subduedAuthor: Andrew Boakhttp://client.gs.com.au/viewer/?f=MarketCommentary/20120103/MarketCommentary_20120103_101420.xmlAndrew Boak2012-01-03T10:14:20+11:00Tuesday, 03 Jan 2012 10:14:20 AEDSTMarket CommentaryConviction List - December excess return +1.5%Author: Alastair Hunterhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111230/MarketCommentary_20111230_194208.xmlAlastair Hunter2011-12-30T19:42:08+11:00Friday, 30 Dec 2011 19:42:08 AEDSTMarket CommentaryQAN VAH: VAH Operating Statistics for NovemberAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111230/MarketCommentary_20111230_143004.xmlAndrew McCusker2011-12-30T14:30:04+11:00Friday, 30 Dec 2011 14:30:04 AEDSTMarket Commentary1H12 Rare Earth QuotasAuthor: Brett Cottrellhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111230/MarketCommentary_20111230_140413.xmlBrett Cottrell2011-12-30T14:04:13+11:00Friday, 30 Dec 2011 14:04:13 AEDSTMarket CommentaryPrivate Sector Credit, November: As expected ? still very subduedAuthor: Andrew Boakhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111230/MarketCommentary_20111230_115803.xmlAndrew Boak2011-12-30T11:58:03+11:00Friday, 30 Dec 2011 11:58:03 AEDSTMarket CommentaryRP Data-Rismark Home Prices, November: A slight increase in month but downside risks continue to cloud near-term outlookAuthor: Andrew Boakhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111230/MarketCommentary_20111230_112811.xmlAndrew Boak2011-12-30T11:28:11+11:00Friday, 30 Dec 2011 11:28:11 AEDSTMarket CommentaryNVT: New UK collegeAuthor: Mike Youngerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111229/MarketCommentary_20111229_195416.xmlMike Younger2011-12-29T19:54:16+11:00Thursday, 29 Dec 2011 19:54:16 AEDSTMarket CommentaryOZL: Train DerailmentAuthor: Brett Cottrellhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111229/MarketCommentary_20111229_103219.xmlBrett Cottrell2011-12-29T10:32:19+11:00Thursday, 29 Dec 2011 10:32:19 AEDSTMarket CommentaryBWP: Increased liquidity a signal of expected debt funded acquisitions?Author: Simon Wheatleyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111228/MarketCommentary_20111228_144601.xmlSimon Wheatley2011-12-28T14:46:01+11:00Wednesday, 28 Dec 2011 14:46:01 AEDSTMarket CommentaryPMV: Christmas Trading CommentAuthor: George Batsakishttp://client.gs.com.au/viewer/?f=MarketCommentary/20111228/MarketCommentary_20111228_130017.xmlGeorge Batsakis2011-12-28T13:00:17+11:00Wednesday, 28 Dec 2011 13:00:17 AEDSTMarket CommentaryWDC: Sears flags store closuresAuthor: Simon Wheatleyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111228/MarketCommentary_20111228_125601.xmlSimon Wheatley2011-12-28T12:56:01+11:00Wednesday, 28 Dec 2011 12:56:01 AEDSTMarket CommentaryPPX: Earnings Revisions and Downgrade to SellAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_145613.xmlAndrew McCusker2011-12-23T14:56:13+11:00Friday, 23 Dec 2011 14:56:13 AEDSTMarket CommentaryDJS: Structural Leaders: Removing DJS from the Focus ListAuthor: Jien Gohhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_144001.xmlJien Goh2011-12-23T14:40:01+11:00Friday, 23 Dec 2011 14:40:01 AEDSTMarket CommentarySGP: Sells its 50% stake in Exchange Plaza for 5.1% premium to June 2011 book valueAuthor: Peter Zukhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_143813.xmlPeter Zuk2011-12-23T14:38:13+11:00Friday, 23 Dec 2011 14:38:13 AEDSTMarket CommentarySTO ORG: Santos secures US$1.2bn in ECA debt facilitiesAuthor: Anthony Tahttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_131001.xmlAnthony Ta2011-12-23T13:10:01+11:00Friday, 23 Dec 2011 13:10:01 AEDSTMarket CommentaryBLD ABC: Pre-mix Concrete Consumption Firms In NovemberAuthor: James Hannamhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_123401.xmlJames Hannam2011-12-23T12:34:01+11:00Friday, 23 Dec 2011 12:34:01 AEDSTMarket CommentaryQAN: Operating Statistics for NovemberAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_123022.xmlAndrew McCusker2011-12-23T12:30:22+11:00Friday, 23 Dec 2011 12:30:22 AEDSTMarket CommentaryFXJ: FXJ MERGES FAIRFAX COMMUNITY NEWSPAPERS VIC WITH MMP, OWNER OF THE WEEKLY REVIEWAuthor: Christian Guerrahttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_122817.xmlChristian Guerra2011-12-23T12:28:17+11:00Friday, 23 Dec 2011 12:28:17 AEDSTMarket CommentaryAPA: HDF Application to Takeovers PanelAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_122616.xmlWinston Chong2011-12-23T12:26:16+11:00Friday, 23 Dec 2011 12:26:16 AEDSTMarket CommentaryUGL: Renews MainTrain contract for a further seven yearsAuthor: Chris Savagehttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_115615.xmlChris Savage2011-12-23T11:56:15+11:00Friday, 23 Dec 2011 11:56:15 AEDSTMarket CommentaryPPX: Trading Update and Non-Binding ProposalAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_102623.xmlAndrew McCusker2011-12-23T10:26:23+11:00Friday, 23 Dec 2011 10:26:23 AEDSTMarket CommentaryDJS: Recommendation & Earnings ChangeAuthor: Gabriel Wilson-Ottohttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_012428.xmlGabriel Wilson-Otto2011-12-23T01:24:28+11:00Friday, 23 Dec 2011 01:24:28 AEDSTMarket CommentaryMYR: Recommendation & Earnings ChangeAuthor: Gabriel Wilson-Ottohttp://client.gs.com.au/viewer/?f=MarketCommentary/20111223/MarketCommentary_20111223_012023.xmlGabriel Wilson-Otto2011-12-23T01:20:23+11:00Friday, 23 Dec 2011 01:20:23 AEDSTMarket CommentaryTWO TRS SUL: Target price changesAuthor: George Batsakishttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_193416.xmlGeorge Batsakis2011-12-22T19:34:16+11:00Thursday, 22 Dec 2011 19:34:16 AEDSTMarket CommentarySKE PFL BRG RCG PMV DMP: Change from Buy to HOLDAuthor: George Batsakishttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_193201.xmlGeorge Batsakis2011-12-22T19:32:01+11:00Thursday, 22 Dec 2011 19:32:01 AEDSTMarket CommentaryAHE CYG HIL GUD ORL: Target price changesAuthor: George Batsakishttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_192413.xmlGeorge Batsakis2011-12-22T19:24:13+11:00Thursday, 22 Dec 2011 19:24:13 AEDSTMarket CommentarySMX: Downgrade to HOLDAuthor: Anthony Longohttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_191801.xmlAnthony Longo2011-12-22T19:18:01+11:00Thursday, 22 Dec 2011 19:18:01 AEDSTMarket CommentaryFLT: Downgrade to HOLDAuthor: Anthony Longohttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_191610.xmlAnthony Longo2011-12-22T19:16:10+11:00Thursday, 22 Dec 2011 19:16:10 AEDSTMarket CommentaryIIN: IINET ACQUIRES INTERNODE FOR $105mAuthor: Christian Guerrahttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_191206.xmlChristian Guerra2011-12-22T19:12:06+11:00Thursday, 22 Dec 2011 19:12:06 AEDSTMarket CommentaryTarget Price and recommendation changesAuthor: Nathan Reillyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_190801.xmlNathan Reilly2011-12-22T19:08:01+11:00Thursday, 22 Dec 2011 19:08:01 AEDSTMarket CommentaryWSA: Closes out royalty agreement with OutokumpuAuthor: Paul Hisseyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_190424.xmlPaul Hissey2011-12-22T19:04:24+11:00Thursday, 22 Dec 2011 19:04:24 AEDSTMarket CommentaryTarget price changes and minor earnings revisionsAuthor: Anthony Longohttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_190201.xmlAnthony Longo2011-12-22T19:02:01+11:00Thursday, 22 Dec 2011 19:02:01 AEDSTMarket CommentaryAAD: Downgrade to HoldAuthor: Jim Godsilhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_185201.xmlJim Godsil2011-12-22T18:52:01+11:00Thursday, 22 Dec 2011 18:52:01 AEDSTMarket CommentaryMMS TPI SHV TGR: Target price and minor earnings changes pt 2Author: Jim Godsilhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_153815.xmlJim Godsil2011-12-22T15:38:15+11:00Thursday, 22 Dec 2011 15:38:15 AEDSTMarket CommentaryKMD: EPS RevisionAuthor: Will Charlstonhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_153207.xmlWill Charlston2011-12-22T15:32:07+11:00Thursday, 22 Dec 2011 15:32:07 AEDSTMarket CommentaryCAB ALS AUB DLX GWA FXL: Target price and minor earnings changesAuthor: Jim Godsilhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_153009.xmlJim Godsil2011-12-22T15:30:09+11:00Thursday, 22 Dec 2011 15:30:09 AEDSTMarket CommentaryAIO QRN: New Contact With Rio Tinto in QueenslandAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_134011.xmlWinston Chong2011-12-22T13:40:11+11:00Thursday, 22 Dec 2011 13:40:11 AEDSTMarket CommentaryAPA: Goldfields Gas Pipeline Capacity ExpansionAuthor: Winston Chonghttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_133216.xmlWinston Chong2011-12-22T13:32:16+11:00Thursday, 22 Dec 2011 13:32:16 AEDSTMarket CommentaryOST: Asset sales/ImpairmentsAuthor: Andrew McCuskerhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_121416.xmlAndrew McCusker2011-12-22T12:14:16+11:00Thursday, 22 Dec 2011 12:14:16 AEDSTMarket CommentaryNFK: Update on uncertain tax positionAuthor: Nathan Reillyhttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_095601.xmlNathan Reilly2011-12-22T09:56:01+11:00Thursday, 22 Dec 2011 09:56:01 AEDSTMarket CommentaryKMD: Profit WarningAuthor: George Batsakishttp://client.gs.com.au/viewer/?f=MarketCommentary/20111222/MarketCommentary_20111222_094006.xmlGeorge Batsakis2011-12-22T09:40:06+11:00Thursday, 22 Dec 2011 09:40:06 AEDSTMarket Commentary