reporting season

CEO Adam Watson outlines how capital discipline and energy demand are driving APA’s expansion plans.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

Reporting season has taken a positive turn - Market Partners' James Gerrish breaks it down for us

Record earnings are in. Now investors are focused on execution, balance sheet repair and what comes next for MIN.

Strong operating leverage, disciplined acquisitions and a growing order book position Codan for sustained multi-year growth.

ClearBridge's Andrew Chambers says the energy infrastructure company is well-positioned to keep providing steady defensive growth.

Bunnings steady, Kmart manageable, lithium volatile. Wesfarmers remains dependable, but the multiple is demanding says Jim Power.

Earnings topped forecasts, but the deeper story lies in how the platform is making its money.

Matt Heine says growth is shifting from platform wins to adviser productivity, technology gains and deeper client engagement.

An 18% dividend beat and expanding copper ambitions point to stronger cash flow and a higher-multiple future for BHP.