reporting season

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...