Reporting Season

EML or Tyro: Who's the better payments player?

Not all payments companies are created equal. And there are perhaps few better illustrations of this than the contrasting fortunes of EML Payments and Tyro Payments....
EML
TYR
Patrick Poke
Patrick Poke
Livewire Markets
Reporting Season

The most valuable strategic asset in Australia

Lithium and rare earth miners have had nothing short of an electric run over the past 12 months, with the appetite for battery material producers switching into gear...
BHP
+5
Ally Selby
Livewire Markets
Reporting Season

An electric lithium opportunity set to light up the Pilbara

Pilbara Minerals is a hard rock lithium miner operating in the Pilbara region of Western Australia that we believe is undervalued and, despite weaker results than...
Kristiaan Rehder
Kardinia Capital
Reporting Season

"Inflation fighters" - What are they and where can you find them?

The local market’s response to the latest wave of lockdowns has been similar to last year, when the worst of the selloff quickly reversed and investors “looked...
AUB
COL
+10
Glenn Freeman
Livewire Markets
Reporting Season

A growth company priced like a value stock

In early February this year, we wrote a piece on Livewire asking why the market was valuing Dusk Group (ASX: DSK) so cheaply? The company had a less than spectacular...
DSK
Emanuel Datt
Datt Capital
Reporting Season

FNArena reporting season monitor: August 2021 - Week 4 (270 stocks covered)

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...
360
+43
Rudi Filapek-Vandyck
FNArena
Reporting Season

A small cap embedded in a multi-year growth opportunity

Macquarie Telecom (ASX:MAQ) is a data centre owner/operator with facilities in Sydney’s CBD, Macquarie Park in Sydney’s north, and Canberra. MAQ’s cloud services...
Roger Montgomery
Montgomery Investment Management
Reporting Season

Clear skies ahead for the Flying Kangaroo

Of all the businesses to have been hit hard by the global shutdowns since 2020, none have felt that impact worse than those in travel. Closed international and...
QAN
Blake Henricks
Firetrail Investments
Reporting Season

Stickier subscriptions to see undervalued mining software maker soar

Last year didn’t get off to a good start for mining software company RPMGlobal (RUL). With COVID slowing decision-making for many enterprise software companies and...
Alex Shevelev
Forager
Reporting Season

Ramsay set to prosper from pent-up demand

Ramsay (ASX: RHC) is the largest private hospital operator in Australia and a leading provider in France, the UK, and a number of Nordic countries. It has a long...
Jun Bei Liu
Tribeca Investment Partners
Reporting Season

The planes don't fly, so is SYD still a buy?

Sydney Airport and Transurban have been steady long-term performers and present opportunities for investors to add infrastructure exposure to portfolios.  Whilst...
SYD
TCL
James Marlay
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2021 - Week 3 (128 stocks covered)

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...
ART
+22
Rudi Filapek-Vandyck
FNArena
Reporting Season

Two stunning healthcare stocks (hint: it's not CSL)

I recently sat down with Ben Clark from TMS Capital to find out which results have grabbed his attention this reporting season. Clark is well known to many...
RMD
James Marlay
Livewire Markets
Reporting Season

Inflation: Are you sceptical?

Anyone feeling sceptical about inflation would be wise to tune in to the final week of the August reporting season. If the first three weeks is any guide, inflation...
Dion Hershan
Yarra Capital Management
Reporting Season

Treasury Wine has got its Mojo back, I’ll drink to that

We are all familiar with Treasury Wine products. Maybe some more than others in this locked-down world. I know my own alcohol consumption went into overdrive during...
Henry Jennings
Marcus Today
Reporting Season

Woodside returns to profit

All but drowned out by the mammoth merger news with BHP, Woodside Energy (WPL) announced a solid return to profit for the 1H21. Revenue was in-line with consensus at...
Hendrik Bothma
Katana Asset Management
Reporting Season

Record dividend for CSL, but subdued growth on the horizon

Australia's favourite long-term growth story and biotech darling CSL (ASX:CSL) has reported its full-year results, with net profit after tax up 10% to approximately...
CSL
Ally Selby
Livewire Markets
Reporting Season

The duopoly player in Australia's most attractive domain

Understanding a company's economic moat is a core part of investing. While pure monopolies are hard to come by, there is a compelling duopoly in one of Australia's...
REA
Jun Bei Liu
Tribeca Investment Partners
Reporting Season

Bell Potter reporting season calendar August 2021

As the August 2021 reporting season gets into full swing, we've compiled a calendar featuring ~200 ASX-listed companies, highlighting reporting dates, NPAT (consensus...
AMC
+15
Bell Potter
Stockbroker
Reporting Season

FNArena reporting season monitor: August 2021 - Week 2 (44 stocks covered)

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...
AGL
AMP
+41
Rudi Filapek-Vandyck
FNArena
Reporting Season

Undeniable: Why CBA remains the best of the banks

Australia's biggest bank reported today and it did not disappoint. There was a wash of green, both on their financial statements and in the eyes of investors as they...
Angus Kennedy
Livewire Markets
Reporting Season

How investors can cash in on the CBA buyback

As we predicted, Commonwealth Bank (ASX: CBA) has today announced an off-market buy-back, with the size – at $6 billion - slightly exceeding our expectation of $5...
Peter Gardner
Plato Investment Management
Reporting Season

3 tips to make Livewire work harder for you this reporting season

Reporting season is kicking into gear, and the company updates will start flowing freely. It’s a busy time and while in theory companies have the whole month of...
James Marlay
Livewire Markets
Reporting Season

What goes on during Reporting Season?

For equity analysts and fund managers in Australia, Christmas comes twice a year, every February and August, when most Australian listed companies reveal their...
CSL
Hugh Dive
Atlas Funds Management
Reporting Season

Reporting season optimism undented by local COVID resurgence

Against a rather dismal backdrop where 60% of the Australian population is in lockdown, the fiscal 2021 reporting season should provide a welcome boost. Overall...
BHP
FMG
+5
Brad Potter
Tyndall AM
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