ASX:NAN

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

Mathan Somasundaram

Local market ran into more profit taking on US fiscal uncertainties, upcoming US Fed / Chinese NPC meetings, Euro elections and Brexit worries on stretched global market valuations. Consumer Discretionary, IT and Health Care tried to keep the market higher while Resources and Financials weighed it down today. Energy sector... Show More

Morgans Financial Limited

NAN posted a 1HFY17 result of A$22.0m which included a tax benefit of A$11.7m, as management determined that it is probable that taxable profits will be generated against carried forward tax losses in the Australian entity. The NPBT was A$10.3m which was ahead of our forecast of A$6.0m. Sales were... Show More

Morgans Financial Limited

The healthcare sector has underperformed the broader market recently, but the fundamentals driving the sector remain the same. In the video below I discuss the healthcare stocks under Morgans coverage and provide a brief summary of our expectations leading into the 1H17 reporting season. Companies discussed include: ResMed, Cochlear, Sirtex... Show More

Livewire Exclusive

With the end of the year in sight, it’s time to check in again on how the Livewire readers’ 2016 stock picks are tracking. The biggest observation is the pullback in the YTD mean performance across the sample, from 18.3% (Oct 19th) to 8.7% (Dec 5th). Only 35% of stocks... Show More

Morgans Financial Limited

This year saw outstanding results from the hospital operators, in particular, Ramsay Healthcare (RHC). Results were at the top end of consensus forecasts, and expectations are for continued robust growth. Over the last 20 year, RHC has produced an average of 16% compound earnings growth, and this looks like it... Show More