reporting season

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

From beats to blow-ups: Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season’s key results and themes

Markets looked past earnings to guidance. From rates to margins, these lessons reveal how to navigate the cycle ahead.

Ben Rundle and Joe McCarthy spotlight the reporting season quiet achievers and their top overlooked ASX picks.

Investors were more than eager to snap up shares in Australia's largest dealership group after impressive H1 results.

It's a tale of two very different earnings for Australia's supermarket duopoly and investors responded in emphatic fashion.

Sales slipped and profit fell, but hotels held firm. Endeavour’s FY25 shows retail under pressure while its pubs business stays resilient.

1H25 results delivered few surprises for the ASX giant that's operating on a longer-term strategy.

Almost everyone agrees it's one of Australia's standout stocks, and with good reason, but the experts can't agree on its true value.

Henry Jennings on the guidance obsession, capital returns, and how to keep your head when results rock your portfolio.

QBE’s CFO on growth, margins, catastrophe risk, and why the insurer is backing business investment over buybacks.

The telco giant beat profit expectations but follows other big ASX peers downwards following mixed FY25 results.

16 seasons of data reveal stocks beating earnings forecasts gain 5.2% on results day and often continue trending higher for several months.

CBA's valuation bubble is a symptom of the structural rise of passive investing that has changed how active managers impact market prices.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

Rapid Fire interview with the Yarra Capital Management equities team following the recently completed ASX reporting season.

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

SGH Ltd (SGH) CEO, Ryan Stokes speaks with Tom Piotrowski about the company’s dividend policy and its half year results.

Qantas (ASX: QAN) has posted a significant rise in half-year profits, demonstrating continued momentum in the airline’s post-pandemic recovery. The company reported an...