ASX:WEB

FNArena Reporting Season Monitor: Week 3

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the August 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 3 is now available with coverage of 213 stocks. Show More

Key themes for reporting season

Livewire Exclusive

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More

Reporting season review: 7 key themes and our best buy ideas

Andrew Tang

There was a lot to like about the February reporting season. By our estimates, over 30% of large caps beat the market's expectations, and unlike previous seasons, estimates held firm rather than falling away into results. Downgrades and significant misses were largely a non-event and overall management commentary reflected the... Show More

What Mattered Today

James Gerrish

Another day that saw buyers happy to bid up stocks fairly strongly in early trade before sellers took hold around midday – and the index drifted lower throughout the session – the mkt just seems to struggle massively above the 6000 level – seems to feel very strange trading above... Show More

Small-caps and mid-caps riding global growth

Andrew Mitchell

Australian small and mid-cap companies are perhaps not the first port of call in an investors mind when considering avenues to gain exposure to international growth opportunities. Yet the sector at present offers investors a multitude of companies with leveraged exposure to the growth in offshore markets, a function that... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170808

Mathan Somasundaram

Local market fell back into negative territory despite better commodity prices overnight. The local market has gone nowhere in the last 2 months…24 up days and 21 down days. US credit growth was weak and US credit card debt moved above pre GFC highs…patchy US consumer outlook gets another tick.... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170728

Mathan Somasundaram

Local market ran into a surprise smashing with every sector in the red. US market risk with VIX jumping 20% intraday and Tech selloff spooked the market…while Japanese inflation proved that the low inflation outlook is a global problem. July count sits at 10 up days and 10 down days…in... Show More

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