Reporting Season

FNArena reporting season monitor: August 2021 - week 1 (15 stocks covered)

Welcome to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the collective...
Rudi Filapek-Vandyck
FNArena
Reporting Season

Rudi: It’s the healthiest bull market we’ve seen in years

If there were any doubts that the market is in the early stages of a new bull market, then those doubts can now be laid to rest. That’s the view of Rudi...
AD8
AMC
CSL
+2
James Marlay
Livewire Markets
Reporting Season

Reporting season preview: Looking forward by looking back

As investors, we’re bombarded with the importance of fundamentals and warned constantly about the dangers of obsessing over the rear-view mirror. “Past performance is...
Richard Coppleson
Bell Potter
Reporting Season

RIO: Strong balance sheet and solid free cashflow

RIO reported underlying NPAT of US$10.4bn, up 18% year on year. This was largely in line with our estimates as well as consensus. The balance sheet finished the year...
RIO
Troy Angus
Troy Angus
Paradice Investment Management
Reporting Season

Afterpay's strong growth continues

Afterpay is still in the early stages of its global rollout and is spending to accelerate growth. Investors are prepared to look through the near-term losses as long...
APT
Simon Shields
Monash Investors
Reporting Season

Appen: Dominant position with structural tailwinds

Appen operates in an industry with robust long term structural tailwinds due to an insatiable need for training data for use in AI, digital advertising spend,...
APX
Camille Simeon
abrdn
Reporting Season

An early mover in a growing market

We believe that IMF is an early mover in a new market that is set to grow considerably over the next few years. We are attracted to the high-quality management team...
Andrew Mitchell
Ophir Asset Management
Reporting Season

A transformational year for Bingo

Bingo Industries has reported a 1HFY20 underlying EBITDA and NPAT of $82m (+75% vs pcp) and $28m (+32% vs pcp) respectively. Guidance for the FY20 full year was...
Stephen Wood
Eiger Capital
Reporting Season

3 potential catalysts for Tyro

Tyro Payments, which reported today, has a 17-year history as a non-bank merchant acquirer facilitating card payments in Australia on behalf of 32,000 merchants. ...
TYR
David Allingham
Eley Griffiths Group
Reporting Season

Whitehaven: Hit by fall in coal prices

Whitehaven's results have slightly missed our expectations which were determined by the revised guidance issued by the company on the 5th of December. Whitehaven...
Emanuel Datt
Datt Capital
Reporting Season

EML: Meeting expectations not enough

EML’s result came in slightly below consensus expectations at the EBITDA level, though there was a 10% spread in consensus.At the NPAT level, after making various...
EML
Mason Willoughby-Thomas
Mason Willoughby-Thomas
Ausbil Investment Management
Reporting Season

Moelis: A fast-growing alternative asset manager

In conversations we have had with other investors about Moelis Australia Limited (ASX: MOE), it is common to hear the response “Corporate advisory businesses are lumpy...
NAOS Asset Management
NAOS Asset Management
NAOS
Reporting Season

Netwealth has potential to triple its market share

Today Netwealth (NWL) delivered a first-half underlying profit of $20.6m, which was 2% ahead of market expectations and 20% higher than last year. Importantly,...
David Poppenbeek
K2 Asset Management
Reporting Season

Telstra's comeback is on track (for now)

Telstra’s 1H20 financial results were broadly in line with expectations and FY20 guidance was re-affirmed. The result was overshadowed by the Federal Court’s decision...
TLS
Natalie Tam
abrdn
Reporting Season

One way to ride the thriving theme of mining services

In our recent article, we outlined our view that the mining services sector is well positioned heading into 2020 with investment in iron ore projects...
Matt Griffin
Maple-Brown Abbott
Reporting Season

CBA looking overvalued despite solid result

CBA beat expectations in a challenging environment for the banking sector. Cash earnings of $4,477m were 2% above the market, driven by a strong NIM (Net Interest...
James Delaney
James Delaney
Sage Capital
Reporting Season

IDP Education kicking goals

IDP Education (IEL) was the biggest mover on the ASX200 yesterday, gaining 28.4%. The company's 1H20 result release achieved three key goals: First, it exceeded...
IEL
Roger Montgomery
Montgomery Investment Management
Reporting Season

CSL in a strong position for growth

CSL delivered a very strong result with NPAT and EPS increasing 11% on a constant currency basis. The result for H120 was slightly weaker than market expectations but...
CSL
Chris Hall
Chris Hall
Ellerston Capital
Reporting Season

Rudi’s four tips for reporting season success

Over the next three weeks, the majority of ASX listed companies will open their books and give investors a clearer picture of their health and their future prospects....
AMC
BAP
CSL
James Marlay
Livewire Markets
Reporting Season

FNArena Reporting Season Monitor: February 2020 - Week 1

Welcome to the FNArena Reporting Season Monitor for the February result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...
AMP
+6
Rudi Filapek-Vandyck
FNArena
Reporting Season

Bell Potter Reporting Season Calendar - February 2020

With reporting season here, you can access our full calendar, which lists reporting companies in chronological order with forecasts and ratings.
CSL
JBH
+6
Bell Potter
Stockbroker
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