ASX 100

Welcome to the FNArena Reporting Season Monitor for the August result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...

Our investment view on SCG is that it owns the best retail portfolio in Australia and New Zealand in a sector that continues to have higher barriers to entry (for...

We recap some of the profit reporting season highlights including Netwealth, Westpac Group and Senex Energy. Full reports are available below via links.Netwealth...

A strong rebound for local stocks today with broad-based buying across all sectors despite a slightly weaker than expected result from BHP. Energy was the standout...

Seasonality of payouts, an over-reliance on the financials and resources sectors, and a lack of dividend growth means that Australian investors would benefit from...

ANZ and Westpac have just reported deep operational losses, unemployment has leapt to 10% and The State Banks of Victoria and South Australia have both collapsed. The...

Altium has again delivered an outstanding full-year result, posting EPS growth of 41% for the year. Revenue grew a healthy 23% with the highlight again being the...

A better day for Aussie stocks with most sectors finishing higher following a more bullish session overseas. The high beta IT stocks did best with the likes of Appen...

Trade wars. Tariffs. Quantitative easing and modern monetary policy. Rate cuts. Bond yields breaching new lows. The AUD hitting its lowest level against the USD in a...

The latest episode of our Complexity Premia podcast is live and it is a big one! We discuss: what happened in bond markets in July and August; why the world’s best...

A big week of reporting / market turmoil as the newspapers would call it with global equity markets taking a hit. Concerns around an inverted yield curve, more Trump...

Today I argue that Magellan will revolutionise the LIC/LIT market with its shift to a commission-free distribution model that we had long advocated and which is...

Our Montaka and Montgomery Global strategies continue to own Challenger (ASX: CGF), Australia’s leading annuities provider. Readers will surely be aware that...

We recap some of the profit reporting season highlights from the past week Commonwealth Bank of Australia, Suncorp Group, Insurance Australia Group, Bendigo and...

Following this week's global share-market rout, Saxo Capital Markets Australia Market Strategist Eleanor Creagh said that global markets remain vulnerable to a...

The price action of a company on the day it reports is a strong indicator of where investor expectations were sitting. Strong share price performance on the day of...

Telstra's earnings downgrade cycle has turned. Following several periods of lowering guidance and missing expectations, TLS has delivered a full year of earnings at...

Slowing organic revenue growth and a cautionary outlook statement from Cleanaway (CWY) has garnered the market’s attention today. Organic revenue growth slowed from...

Welcome to the FNArena Reporting Season Monitor for the August result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...

An interesting session played out locally following a strong rebound from US stocks overnight, the Dow Jones adding +372pts underpinning our futures which traded...

This will send shivers down many Hedge Funds who have big short positions. So far of the 12 biggest shorts that have reported, quite amazingly despite just 5 “beating”...

With CSL’s management guiding to underlying growth in the mid-teens (adjusting for the impact of the move to direct distribution in China), we continue to see upside...

Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly...

Negative leads from overseas had the ASX on the back foot early. However, buyers stepped into the fray and bought stocks into weakness, pushing the index up near...