Livewire reporting August 2018

Andrew Mitchell

In the last two years, the human population has created more information and data than the cumulative amount of data created in the history of the human race. Data centres are critical pieces of infrastructure enabling this. Here we review the results from NextDC, Australia's most successful company in the... Show More

Matthew Haupt

Following today's results announcement, Boral’s share price is experiencing a relief rally which we believe will continue in the short term. And as the market gains confidence in both Boral’s Australian and US divisions, we expect the share price will increase further over time. Show More

Marni Lysaght

The current Reporting Season of August 2018 has left some investors surprised, some disappointed and some delighted. As Reporting Season nears completion, a name falling into the category of delight has been that of People Infrastructure, beating prospectus forecasts and consensus expectations, with management guiding to further growth in FY19.... Show More

Andrew Smith

Navigator Global Investments delivered a quality FY18 result with EBITDA +15% and dividends +14% both in US$. This capped off a successful year, which saw the share price almost double. Show More

Romano Sala Tenna

S32 boasts the best balance sheet of any big-cap resource stock globally, and we continue to believe that the discount to its peer group is unwarranted. The shares traded noticeably weaker leading up to the reporting date, and while this is always a cautionary signal, we held the view that... Show More

Chris Tan

We see Flight Centre as a best-of-breed player, operating in an industry with strong growth fundamentals. The business continues to diversify and evolve as it enters new geographies and segments of the travel industry value chain. Here we look at our key takeaways from yesterday’s results, and one big thing... Show More

David Allingham

As an investment, Afterpay has been unique. Firstly, for the extraordinary returns it has delivered investors. And secondly for its rapid growth from concept 4 years ago to a $4 billion company whose offshore expansion seems to have just gone up another gear. Show More

Naheed Rahman

Online travel agent Webjet (WEB) has been a phenomenal performer with the share price up over 300% in the last three years, compared to the ASX Small Ords Accumulation Index which is up 60% (obviously not a return to be baulked at either!). Show More