february 2018 reporting season

Seven high conviction stocks in March

Andrew Tang

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of confidence. This month we add BHP Billiton back to the list, and remove Corporate Travel Management after a strong run following results. Show More

Don't buy value just for value's sake

Michael Wayne

To assist investors in navigating these increasingly uncertain times, we have tried to distill in this wire some of the key themes to emerge out of earnings season. We also nominate one of our top picks in the mid-cap education space with some of the key traits we believe investors... Show More

Two standout results from February

Johan Carlberg

At the large end of the market, CSL delivered a standout result during February reporting, and in the mid-cap space Seven Group produced a great result. Here we take a look at their results and highlight a key theme to emerge more broadly during February. Show More

ASX:CSL ASX:SVW february 2018 reporting season

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

Ramsay’s health deteriorating

Charlie Aitken

Ramsay's result showed that private hospital operators continue to work in a challenging environment where top-line growth is moderating significantly whilst cost pressures continue to mount. Sales growth in RHC’s Australian operations moderated to 4.3% year-on-year, whilst the French and UK operations went backwards. At the same time the quality... Show More

iSignthis: The next great Australian IT company

Julian Babarczy

The iSignthis Ltd (ASX:ISX) half yearly report that was released to the market today looks to be full of positive surprises, and further confirms the view that ISX is one of the most exciting globally focussed, emerging IT companies listed on the ASX. Show More

february 2018 reporting season What the market missed ASX:ISX

FNArena Reporting Season Monitor: Week 3 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February 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 below with 216 stocks now... Show More

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First Impressions from Reporting: FXL, SUL, OSH and SWM

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including FlexiGroup (FXL), Super Retail Group (SUL), Oil Search (OSH) and Seven West Media (SWM) with links through to more detailed reports. Show More

ASX:FXL ASX:OSH ASX:SWM ASX:SUL february 2018 reporting season

First Impressions from Reporting: BXB, SEK, GWA and DHG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Brambles (BXB), Seek (SEK), GWA Group (GWA) and Domain Holdings Australia (DHG) with links through to more detailed reports. Show More

ASX:BXB ASX:GWA ASX:SEK ASX:DHG february 2018 reporting season

FNArena Reporting Season Monitor: Week 2 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February 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 2 is now available below with 85 stocks now... Show More

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: SHL, ORG, SUN, S32, ASX and TLS

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Sonic Healthcare (SHL), Origin Energy (ORG), Suncorp (SUN), South32 (S32), ASX (ASX) and Telstra (TLS) with links through to more detailed reports. Show More

CSL: What the market missed

Livewire Exclusive

Through reporting season, Livewire's contributors are providing exclusive insights on February results for some popular stocks. In this wire, Scott Shuttleworth from Montgomery Investment Management looks at the CSL result, to pull out some key points and identify something the market is overlooking. Show More

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First Impressions from Reporting: IAG, DMP, CPU, CSL, WPL, DXS and GMG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group (IAG), Domino’s Pizza Enterprises (DMP), Computershare (CPU), CSL (CSL), Woodside Petroleum (WPL), Dexus Property Group (DXS) and Goodman Group (GMG) with links through to more detailed reports. Show More

Challenger: What the market missed

Shane Fitzgerald

On the positive side of the ledger, net book growth in the Life Business was strong at 7.9%, before the AMP and Japanese distribution relationships fully kicked in and before the BT relationship planned for June this year has started. The Funds Management business was strong across the board. Show More

First Impressions from Reporting: Challenger, GPT Group, Transurban, Boral and Cochlear

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Transurban Group (TCL), Boral (BLD) and Cochlear (COH) with links through to more detailed reports. Show More

ASX:BLD ASX:CGF ASX:COH ASX:GPT ASX:TCL february 2018 reporting season

JB Hi-Fi: What the market missed

Chad Slater

The most important data in the report was that margins didn’t expand as much as the “Whisper number” thought they would. Firstly, what is the “whisper number?” Most readers will be aware of what is called “the street's expectation” – which is the forecasts that the sell side brokerage houses... Show More

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First Impressions from Reporting: JBH, BEN, AMC and ANN

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including JB Hi-Fi (JBH), Bendigo & Adelaide Bank (BEN), Amcor (AMC) and Ansell (ANN) with links through to more detailed reports. Show More

ASX:AMC ASX:ANN ASX:BEN ASX:JBH february 2018 reporting season

FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February 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 1 is now available with coverage of 30 stocks. Show More

First Impressions from Reporting: REA Group

Bell Potter

In this daily reporting season update, we provide our first impression on key takeouts from REA Group (REA) with a link to the more detailed report. Show More

ASX:REA february 2018 reporting season