reporting season

CommSec Executive Series: BKI Investment Company (BKI) Portfolio Manager, Tom Millner

CommSec

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

February reporting: The confession season

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

Reporting Season Highlights - Imdex, Lovisa, Isentia

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

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Alarm Bells Ringing – How to navigate a results season punctuated by profit warnings

Marcus Padley

OzForex (OFX) and GBST (GBT) have both had profit warnings - both are down 19% in a day. Aconex (ACX) fell 45% in a day on a profit warning earlier the same week. It is a $1.1bn stock (was $2bn). The alarm bells are ringing. In the same week, we... Show More

Clean set of results for Cleanaway

Andrew Stanley

Sustainable waste management services company, Cleanaway Waste (ASX:CWY), added 32.2% to Ralton’s flagship Australian Shares portfolio during August after rallying strongly on a clean set of profit results, improved capital position and evidence that CWY’s strategy is correct. Three highlights worth calling out are: 1) very strong cost control as... Show More