See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

What Mattered Today; Stocks bounce from lows but still end down

James Gerrish

A fairly choppy session for Australian stocks today with early weakness being largely offset from afternoon buying in the resource names - BHP and RIO both up 1.48%, however it was Fortescue that saw most love adding 2.39% to $5.15 after being very resilient during last week’s market weakness. Reporting... Show More


First Impressions from Reporting: JBH, BEN, AMC and ANN

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including JB Hi-Fi (JBH), Bendigo & Adelaide Bank (BEN), Amcor (AMC) and Ansell (ANN) with links through to more detailed reports. Show More

ASX:AMC ASX:ANN ASX:BEN ASX:JBH february 2018 reporting season

Healthcare sector update

Scott Power

The healthcare sector has been very strong this year, and here we touch on eight players within it. There have also been a couple of laggards in that space too, and they are the IVF players. So we've been sitting with neutral recommendations on the space the last two years.... Show More

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Healthcare sector update

Morgans Financial Limited

Scott Power and Derek Jellinek discuss CSL Limited, Healthscope, Ramsay Health Care, ResMed, Sirtex Medical, Nanosonics, and Ansell following reporting season. Transcript, podcast and video below. Show More


Ansell: Moving from Hold to Add

Morgans Financial Limited

We have modestly adjusted our FY18-20 earnings forecasts, lowering revenue and underlying earnings by up to 1.8%. Despite that, the Transformation program is now in train and we see the FY18 earnings guidance as conservative. Given that, we see upwards of 10% Return, and upgrade from Hold to Add. Show More


Ansell Full Year Result: ANN profit misses consensus forecasts


2017 will be the last full year period in which Ansell’s (AAN) Sexual Wellness unit will make a financial contribution to its bottom line. The previously announced sale of the Sexual Wellness business for $600 million, has meant the result comprised of figures for discontinued and continuing operations. The sale... Show More

First Impressions from reporting

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Bendigo and Adelaide Bank (BEN), JB Hi-Fi (JBH), Aurizon Holdings (AZJ) and Ansell (ANN), with links through to more detailed reports. Show More

ASX:ANN ASX:BEN ASX:JBH ASX:AZJ August 2017 Reporting Season

Buy Hold Sell: Offshore earners under pressure

Buy Hold Sell

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against the greenback. We ask two fund managers if they think this shift presents an opportunity to pick up quality business at lower... Show More


A quality stock for a rising AUD

Chris Stott

Currency is one consideration among many factors, including the quality of the management, industry position and earnings per share, which we assess when evaluating a company as an investment proposition. In this wire, we look at some areas to avoid, and one stock in particular that offers good exposure, should... Show More


Winners and losers from a strong Aussie dollar

Livewire Exclusive

While consensus had a strong case for the Australian dollar to fall in 2017, it has climbed 10% so far this year, and almost touched 80c. With the market wrong-footed on this key issue, Livewire asked a panel of contributors what a strong Australian dollar means for investors. Show More


Australian share market in subdued mood as investors stay away

Tristan K'Nell

The Australian share market in a subdued mood heading into the close the index up only 6 points after a volatile week. A flat lead from Wall Street and more negative sentiment on the big banks doing little to spur sentiment. The market had been sold off in early trade... Show More

Tagliaferro: I'd be cautious buying resources

Livewire News

In this video, Anton Tagliaferro, Chief Investment Office at QV Equities, reflects back on reporting season with Commsec’s Tom Piotrowski. While it is always tempting to look for unifying trends, Anton reports that not much has changed in the last five years. It is simply those companies dealing with the... Show More


Ansell Half Year Result - ANN reports flat earnings, sticks to full year outlook


Rubber product manufacturer Ansell (ANN) reported flat first half earnings with net profit after tax (NPAT) edging higher by 0.3% to US$69.8 million compared to US$69.6 million in the previous corresponding period For more Reporting Season coverage, please visit Show More

earnings ansell tom piotrowski ASX:ANN February 2017 Reporting Season

First Impression: Ansell (ANN) 1H17

Bell Potter

The Result was weaker than anticipated due to the underperformance of the Industrial, Medical, and Single Use segment; only the Sexual Wellness division reported better than anticipated result. Divisional EBIT: Industrial GBU EBIT up 11.7% to US$40.9m vs our Forecast US$49.1m; Single Use GBU down 3.8% to US$30.0m vs our... Show More

ASX:ANN February 2017 Reporting Season

October 2016: The month ahead in AGMs

Avatar fallback

Two notes this month to cover All the Majors from Amcor to JB Hi Fi and from Magellan Financial Group to Transurban So what are the 'interesting' resolutions this month? Take a look at Magellan Financial Group - termination benefits for Hamish Douglass, or the company loan to... Show More

WAM Leaders: Market opportunities and outlook

Matthew Haupt

At WAM Leaders we focus on the larger companies listed on the ASX. The story from this part of the market remains one of challenging top line growth and a focus on cost out. The good news is that management teams appear to have a good handle on costs and... Show More


14 'All-weather' stocks investors must have

Livewire Equities

Livewire regular, Rudi Filapek-Vandyck from FNArena reckons it's hard to find value in today's market - even broker ratings are more negative than in 2007. He looks for ‘All-weather performers,' but there's few of them around on the ASX. "Unfortunately, Australia, being a relatively small market, doesn't have too... Show More

Reporting season – the hits & misses so far

Marcus Tuck

At the halfway mark of the Australian profit reporting season, Goldman Sachs released a report analyzing the results so far. They conclude that there is no more bad news than normal but there are far fewer positive surprises. At the time of the report, 92 ASX 200 firms had reported... Show More

Ansell Full Year Result - ANN looks to streamline after small dip in earnings


Health and safety protection solutions firm, Ansell (ANN), saw profit fall 15.1% over the last year. This included a A$2.2 million gain on the sale of its footwear-protection business, Onguard. The company said it was challenged by weak global economic growth and currency fluctuations over the year For more Reporting... Show More

ansell ASX:ANN August 2016 Reporting Season ANN