Macquarie Equity Research rate BHP Billiton Outperform - Structural shift, Entering the Fray
Livewire Equities
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Macquarie Equity Research rate BHP Billiton Outperform - Structural shift, Entering the Fray. Uncharacteristically, BHP today responded to market speculation on the potential for a spin-off or sale of non-core assets. Buying high, selling low: Having invested heavily at the top of the cycle, BHP appears to be contemplating selling now that the cycle has turned. Capital management the key differentiator: Our continued preference for BHP over RIO is in part driven its superior capital management credentials.
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The Livewire Equities feed brings you a range of insights that relate to Australian equities
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Livewire Equities
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The Livewire Equities feed brings you a range of insights that relate to Australian equities
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