February 2017 Reporting Season

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

Can you make money in small caps this year?

Buy Hold Sell

Smaller companies have faced a wall of selling in the past 3 - 4 months as investors re position into banks and resources. Reporting season has provided an opportunity to assess the damage and to start scouring for opportunities. David Allingham from Eley Griffiths and Andrew Smith from Perennial share... Show More

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Money3’s metrics are outstanding

Dean Fergie

Domestic credit provider Money3 has posted a solid 1H17 result reporting an NPAT of $13.7m, well ahead of market expectations. New management installed last year have now proven themselves by profitably driving the company’s new strategic direction. Previously exposed to the controversial (and regulatory risky) small amount credit contracts (SACC),... Show More

The Good, The Bad and The Ugly

James Gerrish

As part of Livewire's exclusive reporting season coverage, each week I’ve been nominating a ‘Good’, ‘Bad’, and ‘Ugly’ result - with this week's lineup being QBE, Japara and Flight Centre respectively. On the ‘Ugly’ result, I ask whether Flight Centre’s bricks-and-mortar retailing of travel agency services is in structural decline,... Show More

Reporting Season Highlights - Imdex, Lovisa, Isentia

Glennon Capital

Last week marked the busiest week of the current reporting season. With most of the smaller companies reporting there was no shortage of stocks to profile. We take a look at three of these businesses, how they have fared during the reporting period and what this means for the businesses... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170228

Mathan Somasundaram

Local market ran into more profit taking ahead of the State of Union address by the US president and the US GDP update on the last day of the month as well as the last substantial reporting season date. Miners and ET related selling in Gold equities drove the market... Show More

Spotless Group Holdings, Scottish Pacific and Harvey Norman - First Impressions from reporting

Bell Potter

Spotless Group Holdings (SPO): Reported net loss $358m- includes $391.1m of exceptional items (after tax) primarily relating to the contract portfolio restructure | Contract renewal rates improved to continue to hold at 95% by number and 72% by annual value. New contract wins also increased during the period to... Show More