Buy Hold Sell: 4 big industrials

Buy Hold Sell

The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of the market are benefiting directly and indirectly from the theme. The question now is whether it is all priced... Show More


Business Insights Across the Market

NAOS Asset Management

“The industry faces challenges of low credit growth, low interest rates, regulatory uncertainty, increasing consumer expectations and increased scrutiny of conduct and culture” Jon Sutton, MD, Bank of Queensland Show More

L1: The sector we’re most excited about

Livewire Exclusive

Over the next three years, infrastructure spending in Australia is set to rise from $6 billion per year to $16 billion per year. Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, explains that they’ve got excellent visibility on spending “out to 2020 and beyond” due to... Show More


FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

Earnings Chicanery - Part Two on how companies "dress up" their results

Hugh Dive

Last week in part one of Atlas’ surprisingly popular series on financial statement trickery - Earnings Chicanery, we looked at the three financial statements and some measures a company can take to “dress up” their financial results. In part two we are going to build on this and take a... Show More


Australia’s infrastructure boom is coming

Patrick Poke

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure construction, which is poised to double over the next few years. Between roads and rail, annual spend is expected to increase to $16B by 2020. Show More

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Buy Hold Sell: 5 stocks that beat expectations

Buy Hold Sell

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that surprised to the upside this reporting season. Show More

Final Week in CIMIC vs Macmahon

Steve Johnson

Construction giant CIMIC (CIM) has fired its final bazooka in its attempt to gain control over mining contractor Macmahon (MAH). Yesterday it declared that it won’t be extending the bid beyond 9 March and it won’t be raising the price above $0.145. Show More


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CIMIC Full Year Result - Building a bigger & better company has paid off for CIM


Construction and maintenance firm, CIMIC Group Limited (CIM), formerly Leighton Holdings Limited posted a larger than expected profit after tax for 2016 up 11.5%. The result was helped by a steady stream of new acquisitions over the year and new contract wins adding to its solid pipeline of work For... Show More

CIMIC Group ASX:CIM Juliana Roadley CIMIC February 2017 Reporting Season

First Impression: CIMIC Group (CIM) FY16

Bell Potter

Net cash from operating activities down 22.3% to $1127m | Outlook: Guidance for 2017 NPAT in the range of $640 million to $700 million (up 10% to 21%), subject to market conditions. Show More

Longform ASX:CIM February 2017 Reporting Season

Feb 2017 Reporting Season Calendar

Bell Potter

Our reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 6 reporting tomorrow (AVJennings, BWP, Carsales, Paragon, Rio Tinto), and... Show More

Week in Preview - Upcoming Qantas AGM & CIMIC 3Q results


CommSec Advisory’s Nicky Kritikos speaks with Tom Piotrowski about the upcoming Qantas AGM and CIMIC Groups 3Q results which are due on Thursday For more market news, visit Show More

tom piotrowski ASX:QAN Week in Preview ASX:CIM Nicky Kritikos AGMs

Week in Preview - BHP, RIO & WPL production reports


CommSec Advisory’s Blair Hannon speaks with Tom Piotrowski about the upcoming quarterly production reports due from BHP Billiton, Rio Tinto and Woodside Petroleum, as well as CIMIC Group’s HY results Visit CommSec Show More

April 2016: The Month Ahead in Meetings

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The first of two months in the mini AGM season, key AGMs this month include Rio Tinto plc, Woodside Petroleum, CIMIC Group and Henderson Group. Other meetings of interest are Recall's scheme meeting on 19 April, Investa Office Fund unitholder meeting on 15 April and STW Group's meeting on 4... Show More