First Impressions from Reporting:MPL, IFL, PRY and SGR

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Medibank Private (MPL), IOOF Holdings (IFL), Primary Healthcare (PRY) and Star Entertainment (SGR) with links through to more detailed reports. Show More

ASX:IFL ASX:PRY ASX:MPL ASX:SGR february 2018 reporting season

First Impressions from Reporting

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Primary Healthcare (PRY) and Link Administration Holdings (LNK) with links through to more detailed reports. Show More

ASX:PRY ASX:LNK August 2017 Reporting Season

Sunset Strip > Trading Day Wrap From Blue Ocean 20170601

Mathan Somasundaram

Local market flip-flopped to finish as a positive day despite weaker China data. Tax loss selling in June will add to the seasonal weakness while better than expected retail data was mixed with weaker than expected China data. Market was buying into safety and weak currency stocks today. The best... Show More

5 top wires last month

Alex Cowie

In case reporting season kept you busy, we've summarised five top wires in February for you. Peter Quinton’s top ten picks for 2017, our fund manager earnings results review, and Buy Hold Sell with ‘Quality stocks on sale’ all deliver useful stock ideas. On big picture thinking, we bring you... Show More

Reporting season's best and worst

Hugh Dive

This week saw the end of reporting season for 180 of the ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month these companies revealed their profit results for the last six months and provided guidance as to how they expect their businesses to... Show More

Primary Health Care Half Year Result - PRY hit by Medicare uncertainty & low earnings


Primary Health Care's overall first half profit fell 66% as tougher competition for new doctors to sign on at medical centres, and changes to government health care spending, hit the result: Show More

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram

Afternoon report and wrap on the days trading, the local market had a strong day led by the banks which were spurred on by comments from the US Fed Chair Show More

Primary, Boral, Inghams and Sonic - First impressions from reporting

Bell Potter

Primary Healthcare’s Net operating cash flow was down 39.3% to $90.4m. Outlook: “As a result of HY 2017 trading, the subdued environment reflected in the Medicare data, and ongoing uncertainty over Government policy and regulations, Primary now expects underlying NPAT for FY 2017 to be in the range of $92... Show More

ASX:BLD ASX:PRY ASX:SHL Longform February 2017 Reporting Season ASX:ING

Reporting preview for 13 healthcare stocks

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

Peter Quinton’s top ten picks for 2017

Bell Potter

In the report below, Head of Research Services, Peter Quinton, lists his top ten preferred stocks for calendar year 2017, with a brief synopsis on each one. Financials are well represented and Macquarie makes the list, with Peter describing it as “A global investment bank which is now facing a... Show More

What mattered in markets today?

Patrick Poke

Kogan was on a tear today, up 8.7% on a trading update. After listing in July last year with an IPO price of $1.80, Kogan has struggled, falling as low as $1.32. The stock is now up ~20% for the year-to-date but remains 11% below the IPO price. Medical device... Show More


Daily AGM Note, Friday 25 November 2016

Avatar fallback

Aside from Primary Health Care, today's note features smaller AGMs. First strikes at Australian Dairy Farms Group, Fleetwood Corporation, East Energy Resources and Quantum Energy and close at Carnarvon Petroleum. Not for the first time this season, I take a look at the show of hands or poll debate, using... Show More

November 2016: Month ahead in AGMs

Avatar fallback

You can find the main note at this link and from there you can reach the other notes. ASX Listing Rule 10.17 resolutions to increase the non-executive director fee pool are one theme to look out for. I explain these resolutions in this note and while many companies... Show More

GARY Glitter (Growth And Reasonable Yield)

Marcus Tuck

One theme we have explored in the past is the search for stocks that have a good combination of dividend yield and earnings growth, the so called GARY stocks (Growth And Reasonable Yield). We think that continues to be a sensible strategy and have screened the ASX 100 universe for... Show More

Earnings reports: Stockland, CSL, Sonic Healthcare, Primary Health Care & QBE Insurance


Stockland (SGP) posted an 8.5% lift in FY underlying profit to $660m, in-line with consensus. The result was driven by solid performances across all business units – Commercial, Residential and Retirement: Blood products group CSL has reported an 11% decline in FY Net Profit after Tax to US$1,242m. The biotech... Show More


First Impression: Primary Healthcare(PRY)- FY16 Result

Bell Potter

Divisional EBIT: Medical Centres down 10.9% to $85.9m, Pathology up 5.9% to $134.9m, Imaging down 26.5% to $25.2m, Corporate down 7.6% to $49.7m | Net operating cash flow up 19% to $285.1m | Strategic transformation gaining momentum with the introduction of capital‐light healthcare practitioner recruitment packages, re‐focus on core activities... Show More


Healthcare continues to outperform in Australia

Nicholas Forsyth

Whether we consider the last week, or the last 12months, the Australian Healthcare Sector remains a shining light on the local stock market. As would be expected there are some blemishes within the sector, with Ansell (ANN) and Primary Health Care (PRY) experiencing a disappointing 12 months. However, overall the... Show More

ASX:PRY ASX:RHC ASX:SRX australian healthcare

Agreement with Pathologists provides greater certainty for Sonic and Primary

Scott Power

Over the week-end the Prime Minister commented that an agreement had been reached with the pathologists (and Pathology Australia). The Federal Government will keep its proposed cuts to bulk-billing incentives and the pathologist will wear the extra costs, so as to maintain the existing bulk billing rates. In return, the... Show More


Buy Hold Sell: 5 Stocks on the move

Buy Hold Sell

The ASX200 has recovered +5% since the recent low on the 12th of February. While the reviews coming out of reporting season are mixed there have been a handful of stocks that investors have cheered on a rampaging rally. In this episode of Buy Hold Sell we look at 5... Show More

Healthcare sector overview

Scott Power

The healthcare sector has been one of the most consistent performers over the past 10 years, underperforming the ASX200 only 2 times over the past decade. However, increased regulatory scrutiny and soft industry data have taken some gloss off the domestic service providers (SHL, PRY, RHC, HSO, CAJ, IDX), with... Show More