August 2016 Reporting Season

Webjet result exceeds market expectations

Robert Frost

Webjet (ASX:WEB) announced a result that exceeded market expectations driven by an outstanding performance from the B2C division where TTV margin accelerated by 0.6% in the second half as a result of strong operational leverage brought about by continued market share gains. But the result itself was somewhat overshadowed by... Show More

Executive Series - CSG Ltd (CSV) CEO & Managing Director, Julie-Ann Kerin

CommSec

Tom Piotrowski speaks with CSG Ltd (CSV) CEO & Managing Director, Julie-Ann Kerin about the company’s full year results, the launch of its Technology as a Service products and the outlook for FY17 To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Executive Series - Villa World (VLW) CEO & Managing Director, Craig Treasure

CommSec

Tom Piotrowski speaks with Villa World (VLW) CEO & Managing Director, Craig Treasure about the company’s full year results, its new 10 year strategy and its outlook for FY17 To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Post Rep Season Analysis | Picking quality through volatility

Mathan Somasundaram

Global markets have outperformed earnings outlook in recent months on very low interest rates and central bank stimulus despite substantial macro uncertainties raising risk. The global markets will react to every potential US rate hike period due to the recovery in the US economy. US Fed has continued to remain... Show More

Executive Series - Bellamy’s Australia (BAL) CEO & Managing Director, Laura McBain

CommSec

Tom Piotrowski speaks with Bellamy’s Australia (BAL) CEO & Managing Director, Laura McBain about the company’s strong full year results, revenue growth in China and its manufacturing agreement with Fonterra To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Executive Series - QV Equities (QVE) Investment Director, Anton Tagliaferro

CommSec

Tom Piotrowski speaks with QV Equities (QVE) Investment Director, Anton Tagliaferro about the results of the August reporting season, the outlook for the banks, and expectations of further US rate rises To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Post-reporting season healthcare wrap

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