The market was largely flat for the week. Domain (ASX:DHG) was one stock that actually featured with a very good result that was much better than what the market was expecting, particularly along the EBIT line. The stock had been quite well shorted in the weeks going into the result,... Show More
In December last year, I wrote an article entitled “Nothing Terribly Wrong” talking about the market fears being overdone. At the time the ASX 200 was down 12% from the top. In hindsight, a marvellous thing, I wrote it ten days before the market bottomed. The markets have bounced. Let... Show More
While we remain generally bullish on global stock markets, we’ve noted some concerning movements this earnings season that are causing us to take a more cautious position. We have not been scared by the shopping list of geopolitical excitements which are ever-present in international markets and thought the market recovery... Show More
Welcome to Nikko Asset Management’s 4 Minute reporting season wrap up on the week that was in Australian markets, and what we are reviewing in the week ahead. Show More
Joe Magyer, Chief Investment Officer at Lakehouse Capital, says he always looks forward to reporting season and he is especially excited for the results about to be delivered. Why is that? Joe reckons that the recent sell down in small caps has left a lot of investors feeling gun shy... Show More
As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors Limited. Recently, mining services companies with exposure to the capex cycle have performed very strongly. However, he believes as the mining cycle matures, it’s the production-focused companies that are... Show More
It was a solid reporting season for the AREIT sector. In this wire, we review the performance, pull out the key themes to emerge, and identify ten specific takeaways from the retail, office and industrial sectors. Show More
Digital disruption is hitting the retail sector harder than most. But not all retailers have been affected to the same extent. Recent research by Citi sheds light on the winners and losers this latest reporting season. Show More
CommSec's Tom Piotrowski speaks with BKI Investment Company (BKI) Portfolio Manager, Tom Millner about the company’s first half results, its low fee structure and investment opportunities in the infrastructure, financial & healthcare sectors. Show More
CommSec Advisory’s Justin Wynne speaks with Tom Piotrowski about the upcoming February reporting season, including the factors to focus on in the results of the banks & miners. Show More