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

Small-caps punching above their weight

Clime Asset Management

As the dust settles on yet another eventful reporting season, we believe it is important to take some time to pause and reflect on markets and our portfolio positioning. As a natural and ongoing extension of this process, we examine a range of companies that we believe are well positioned... Show More

The wash-up from reporting season and the market outlook

George Boubouras

With the August reporting season complete we finally get to review the report card on the health of corporate profits in Australia. It is a good time to pause and consider the outlook for the market over the next 12 months. Expectations were subdued as reporting season opened, a viewpoint... Show More

resources aud market outlook Longform August 2016 Reporting Season

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 - Santos CEO & Managing Director, Kevin Gallagher

CommSec

Tom Piotrowski speaks with Santos CEO & Managing Director, Kevin Gallagher about the company’s half year results and efforts to cut costs to combat the low oil price environment To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Executive Series - Data#3 (DTL) CEO, Laurence Baynham

CommSec

Tom Piotrowski speaks with Data#3 (DTL) CEO, Laurence Baynham about the company’s full year results, what’s driving success and plans for future growth To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Data#3 Executive Series ASX:DTL August 2016 Reporting Season

Executive Series - iSelect Ltd (ISU) CEO, Scott Wilson

CommSec

Tom Piotrowski speaks with iSelect Ltd (ISU) CEO, Scott Wilson about the company’s full year results, recent management changes and its strategy to deliver Australia’s Life Admin Store 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 - Starpharma (SPL) CEO, Dr Jackie Fairley

CommSec

Tom Piotrowski speaks with Starpharma (SPL) CEO, Dr Jackie Fairley about the company’s full year results, its AstraZeneca deal, and the outlook for FY17 To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

ASX:SPL Executive Series August 2016 Reporting Season Starpharma

3 stand-out themes from August '16

Livewire Exclusive

Reporting season drew to a close last week. With many stocks trading at elevated PE ratios, expectations were high for low-volatility and growth stocks alike. Punishment has been severe for those who didn’t deliver; Blackmores dropped 20% in a day after reporting, and has since fallen a further 7.5% near... Show More

ASX:SEK ASX:TWE Longform August 2016 Reporting Season

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

Executive Series - Evolution Mining (EVN) CFO, Lawrie Conway

CommSec

Tom Piotrowski speaks with Evolution Mining (EVN) CFO, Lawrie Conway about the company’s full year results, the outlook for gold prices and its recent acquisition of a stake in the Earnest Henry Gold Mine To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

High conviction in Credit Corp

Wilson Asset Management

Chris Stott, Chief Investment Officer at Wilson Asset Management, says Credit Corp is one stock that exceeded his expectations in the most recent reporting season. “It exceeded our expectations on the result. The outlook statement to us also looks quite light based on our numbers and what we’re forecasting here... Show More

FNArena Reporting Season Monitor - Final update (316 stocks covered)

Rudi Filapek-Vandyck

Reporting season tends to reveal weaknesses and strengths among ASX-listed entities. It's not just about delivering on expectations. The best performers beat expectations and force analysts into lifting projections for the years ahead. This is why those companies' market outperformance can last up to three months after their report. On... Show More

FNArena August 2016 Reporting Season

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

Executive Series - Monash IVF (MVF) CEO & Managing Director, James Thiedeman

CommSec

Tom Piotrowski speaks with Monash IVF (MVF) CEO & Managing Director, James Thiedeman about the company’s full year results, and the contribution from its ultrasound business To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

ASX:MVF Executive Series Monash IVF August 2016 Reporting Season

RCG offering long-term value after selloff

Morgans Financial Limited

A strong FY16 result was somewhat overshadowed by a relatively soft trading update for the first eight weeks of FY17. The competitive pricing pressure which impacted The Athletes Foot (TAF) in July has since eased, while the softness in Hype should normalise as further exclusive products hit stores and delivery... Show More

ASX:RCG August 2016 Reporting Season

Harvey Norman Full Year Result - HVN profits buoyed by strength in housing demand

CommSec

Harvey Norman (HVN), posted an above consensus 30% lift in Net Profit after Tax to $348.61m. The result was driven by stronger demand for household goods thanks to continued growth in the property market and record low interest rates For more Reporting Season coverage, please visit https://www.commsec.com.au/reportingseason Show More

harvey norman ASX:HVN August 2016 Reporting Season