reporting season

Brad Potter

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

Marcus Padley

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

Ted Alexander

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

Livewire Exclusive

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

Guy Carson

Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are traveling and, in some cases, what their outlook is for the year ahead. As a result, February and August become important times... Show More


Investors are expecting a lot from companies this season as they wait to see if recent share price growth will be supported by profits. We expect the resources sector to produce solid numbers while the focus on bank forecasts will be key. Show More

Nikko Asset Management Australia

This year’s reporting season was brutal, with many market darlings confessing to their sins. Some 45% of ASX 200 companies beat their EPS estimates, while 33% missed, the highest since the GFC. The Australian market has seen quite a large rotation away from defensive and bond-sensitive stocks, towards the cyclical... Show More

Glennon Capital

Last week marked the busiest week of the current reporting season. With most of the smaller companies reporting there was no shortage of stocks to profile. We take a look at three of these businesses, how they have fared during the reporting period and what this means for the businesses... Show More