February 2019 Reporting season

Marc Whittaker

A2B’s (A2B) result on Wednesday highlights, in our view, the traction the company is beginning to generate from reinvesting back in the business. Over 12 months ago, in the face of intense competition from other ride-sharing providers, A2B made the decision to increase its investment in technology, marketing and fleet.... Show More

Hugh Dive

In each semi-annual reporting season, there are a few dates in the calendar that a fund manager will have circled either with pleasure or trepidation, either due to the expectation of a very good result or the fear that unpleasant issues will be uncovered. In February 2019 two of those... Show More

Shane Fitzgerald

Lovisa's (LOV) result has been very well received by the market, due to a number of factors. Firstly, leading into the result there were concerns due to the tough retailing environment in Australia that like for like sales would deteriorate – the actual result shows a deterioration of just 1.8%... Show More