JCP  Investment Partners

The reporting season in Australia completed in February. Overall, reporting season exceeded low expectations, with consensus June 2019 forecasts being upgraded marginally (aggregate revisions to June 2019 profits were upgraded by 0.3%). Consensus bottom up eps growth forecasts for the June 2019 year now stand at 6.3%. This is dominated... Show More

JCP  Investment Partners

There are several areas of analysis that have stirred debate at JCP as we head into 2019, and each appears to carry a bit more bite than in standard years. These include the following topics, which we discuss in full, with stock examples, in our 2019 market outlook attached. Show More

No comments.