reporting season

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group (IAG), Domino’s...

On the positive side of the ledger, net book growth in the Life Business was strong at 7.9%, before the AMP and Japanese distribution relationships fully kicked in and...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT),...

The most important data in the report was that margins didn’t expand as much as the “Whisper number” thought they would. Firstly, what is the “whisper number?” Most...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including JB Hi-Fi (JBH), Bendigo & Adelaide Bank...

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief...

In this daily reporting season update, we provide our first impression on key takeouts from REA Group (REA) with a link to the more detailed report. REA Group...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including AGL Energy (AGL), AMP (AMP), Tabcorp...

Last reporting season, stocks that “beat” were up +3.10% on the day, and then added an extra +13% to be up +15.7% 4 mths after reporting. The ASX 200 rallied +6.2%...

The central argument of our thesis on CBA has been the stock would lose most of its premium to its major bank peers as ANZ and National Australia Bank derisked and...

The market is littered with the corpses of over-geared, would-be consolidators that grew too fast and didn’t fully integrate acquisitions along the way. You needn’t...

The FNArena Reporting Season Monitor takes the form of a spreadsheet that contains ratings and consensus price target changes along with brief summaries of the...

Emeco leases heavy earthmoving equipment to mining companies and their contractors. It is the largest company of its type in Australia. With mining activity beginning...