15 stocks to watch following reporting season

Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

FNArena Reporting Season Monitor: Week 2 - 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 2 is now available below with 85 stocks now... 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


JB Hi-Fi: What the market missed

Chad Slater

The most important data in the report was that margins didn’t expand as much as the “Whisper number” thought they would. Firstly, what is the “whisper number?” Most readers will be aware of what is called “the street's expectation” – which is the forecasts that the sell side brokerage houses... Show More

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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

Buy Hold Sell: 5 overlooked big caps

Buy Hold Sell

After looking at the five most-tipped stocks from our survey, this week we put on our contrarian hats and review the most overlooked big caps from the list. These are the stocks that barely got a mention at all in the 2700 responses to the survey. Sometimes the best deals... Show More


On track for a solid first-half reporting season

Andrew Tang

The first half reporting season kicks off later this week, and according to the latest Thomson Reuters earnings estimates, EPS for the S&P/ASX200 is forecast to grow by 7.0% in FY18, down from the 11.3% in FY17. Show More


What Mattered Today; a2 Milk to trade lower

James Gerrish

A second consecutive day of selling with the ASX trading in the red for most of the session – a few stocks bucking the trend on broker moves but in aggregate a fairly soft session across the board. As we discussed in the AM report today, the selling yesterday (and... Show More


What Mattered Today; Amazon who?

James Gerrish

A very interesting day for some sectors on the Aussie bourse with the much anticipated launch of the Amazon retail platform in Australia met with very strong buying across the Aussie retail complex – JB Hi Fi (JBH) the best of them adding 6.76% to close at $25.73 while Harvey... Show More


The retail stock most likely to go bust

Livewire Exclusive

Amazon’s official launch is imminent. With the world’s biggest Ecommerce company potentially days away from taking market share, we asked a panel of Livewire contributors who is most likely to go bust, and what the key drivers of valuation have been. Show More

ASX:JBH Montgomery ASX:GFY ASX:MA1 collection ASX:FOR

Time to switch back into retail?

Buy Hold Sell

Two years ago, retail stocks were performing well, while mining services companies were just about on life support. At the time, switching from one to the other looked like madness. However, investors that did were well rewarded. For example, JB Hi-Fi is off by 27% since its mid-2016 high, while... Show More

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Four lessons for retailers who want to survive

Roger Montgomery

The increasing challenges faced by our retailers are well documented. But from adversity can come opportunity, provided a business is prepared to innovate. And from the US comes the story of a retailer that did innovate, and has done more than just survive – it has thrived. Show More

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One sector that ticks all the (wrong) boxes

Michael Goldberg

Whether it is companies that have experienced share price declines due to regulatory uncertainty, or industries that are generally out of favour, our best returns have historically come from recognising opportunities where others have decided that the issues are simply “too hard”. One sector that currently ticks all the (wrong)... Show More

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Skamvougeras: 6 market insights for Livewire readers

Perpetual Limited

Is Amazon a threat to Woolworths? Can active managers deliver value in large-cap shares? And where are the most defensive earnings on the ASX? Following our quarterly investor update, Perpetual's Head of Equities, Paul Skamvougeras, answered a range of questions from Livewire's editors on current market issues. Show More

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Value emerging in this unloved sector

Livewire Exclusive

Retail stocks have been down in the dumps in recent months as the hype around Amazon’s entry into the Australian market builds. Neil Margolis, Lead Portfolio Manager at Merlon Capital Partners, has been finding retail stocks trading at 10 to 15 times cashflow, while the broader market trades around 25... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170814

Mathan Somasundaram

Local market had a relief rally as the “War of Tweets” between US and North Korea started to settle down. The weaker than expected US inflation outlook pushed down USD and pushed up AUDUSD. China data showed that we may be closer to the top in the recent commodity run... Show More

JB Hi-Fi Full Year Result: JBH profits lift on Dick Smith collapse & The Good Guys purchase


JB Hi-Fi (JBH) posted a better than expected 36.5% lift in underlying profit for the 12 months to June 2017 to $207.7m. The result - which was slightly above the discount retailer’s own guidance - was boosted by the collapse of Dick Smith (reduced competition) and the near $900m purchase... 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

Morgans reporting season candidates for surprise or disappointment

Andrew Tang

FY17 reporting season kicks off in earnest mid-August and according to the latest IBES consensus earnings estimates, EPS growth for the S&P/ASX200 is forecast at 13% in FY17, slightly down from 13.6% at the end of 1H17. Pleasingly this would still mark the end of the earnings recession after two... Show More

Amazon Not Introducing Internet to Australia

Adrian Lemme

Every day it seems the media is reporting how Amazon will destroy Australian retailers. We are under no illusion that Amazon will take market share and reduce the profitability of Australian retailers. It would be foolish to think otherwise given that Amazon grew its North American sales by 25% to... Show More