reporting season

Over the past 20 years, Bunnings sales revenue and earnings have never gone backwards, despite multiple housing cycles, the Global Financial Crisis and competitor...

Nearmap (NEA) released another impressive set of results on Wednesday, with strong numbers across all of its key KPIs. Annualised contract value (ACV) growth was...

Stockland announced their 1H19 results this morning. Conditions remain challenging for the group with a deterioration in housing market conditions, reduced credit...

Corporate Travel Management (CTD) has been one of the most topical stocks on the ASX in recent months, specifically due to being the target of a well-publicised, short...

Never before has the Australian small and mid-cap equity market experienced such a broad variety of Australian and NZ-based businesses achieving stellar success in...

Altium has once again delivered an outstanding half-year result which appears to have exceeded consensus forecasts. The stock has gained more than 20% on the result to...

Rhipe's share price rallied over 9% today on a cracking result. Rhipe (RHP), a leader in cloud and service provider software licensing, was able to upgrade its...

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...

So far, the market reaction to comparison website iSelect’s (ISU) financial results has been muted. The first half contribution is usually negligible; iSelect does...

Given the substantial fall in private vehicle sales seen throughout 2018, in our view, the risk of owning Smartgroup (SIQ.ASX) into the result was greater than it has...

Over recent times Westpac Bank (WBC) has been underperforming the Australian equity market; since 2015, WBC’s share price has fallen 30% whereas the ASX200 has gained...

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...

Whitehaven Coal (WHC) is an Australian coal production company that produces approximately 20 million tonnes per annum of high-energy thermal coal. This production...

Cleanaway Waste Management (CWY), Australia’s leading provider of waste management and environmental services, has jumped 9% after delivering a 46% increase in...

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...

Being negative (arguably) Australia’s greatest success story yields few friends – and that stance over the past ~7 years has been the wrong one. To be clear, I haven’t...

Through reporting season, we are publishing exclusive fund manager commentary on specific company results soon after they are announced. The pace really picks up from...