Reporting Season

Is this the best ‘buy’ on the ASX?

This far into a market cycle, it’s hard to speak to investors without hearing complaints about the lack of cheap, high-quality stocks available. But what if I told...
NCK
Patrick Poke
A Rich Life
Reporting Season

IMDEX share price falls despite record results

Mining-tech small-cap IMDEX (ASX: IMD) released strong results on Monday, reporting record half-year revenue up 34.9%, record EBITDA up 55.1%, record NPAT up 80.8% and...
ALQ
DDH
IMD
+3
Ally Selby
Livewire Markets
Reporting Season

REA is well set for a strong quarter: Montgomery

If you’ve ever bought or leased a house – or merely browsed properties online – you’re probably familiar with realestate.com.au. The flagship website of REA Group...
COH
CSL
+4
Glenn Freeman
Livewire Markets
Reporting Season

FNArena reporting season monitor: February 2022 – Week 1 (10 stocks covered)

The FNArena Reporting Season Monitor is back! The Monitor reports ratings, consensus price target changes, and briefly summarises the responses from FNArena's database...
Rudi Filapek-Vandyck
FNArena
Reporting Season

Does the weakness in Pinnacle (ASX:PNI) shares present a long-term opportunity?

There was a lot to like in first half results from Pinnacle Investment Management (ASX: PNI). NPAT hit $40.1 million, a 32% improvement on the first half of...
David Thornton
Livewire Markets
Reporting Season

Bell Potter reporting season calendar February 2022

As the February 2022 reporting season gets into full swing, the analyst team at Bell Potter has compiled a calendar featuring ~200 ASX-listed companies, highlighting...
AMC
AMN
+32
Bell Potter
Stockbroker
Reporting Season

Credit Corp: a cut above its peers

Credit Corp is the first cab off the rank this reporting season. And what a company to start with. It's the kind of company that lets its investors sleep soundly at...
David Thornton
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2021 – Week 5 (345 stocks covered)

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

It's the end of the trend

Investing revolves around numbers. Investors like to focus on numbers, though sometimes, dare I say it, with too much emphasis. Successful investing goes beyond the...
Rudi Filapek-Vandyck
FNArena
Reporting Season

EML or Tyro: Who's the better payments player?

Not all payments companies are created equal. And there are perhaps few better illustrations of this than the contrasting fortunes of EML Payments and Tyro Payments....
EML
TYR
Patrick Poke
A Rich Life
Reporting Season

The most valuable strategic asset in Australia

Lithium and rare earth miners have had nothing short of an electric run over the past 12 months, with the appetite for battery material producers switching into gear...
BHP
+5
Ally Selby
Livewire Markets
Reporting Season

An electric lithium opportunity set to light up the Pilbara

Pilbara Minerals is a hard rock lithium miner operating in the Pilbara region of Western Australia that we believe is undervalued and, despite weaker results than...
Kristiaan Rehder
Kardinia Capital
Reporting Season

"Inflation fighters" - What are they and where can you find them?

The local market’s response to the latest wave of lockdowns has been similar to last year, when the worst of the selloff quickly reversed and investors “looked...
AUB
COL
+10
Glenn Freeman
Livewire Markets
Reporting Season

A growth company priced like a value stock

In early February this year, we wrote a piece on Livewire asking why the market was valuing Dusk Group (ASX: DSK) so cheaply? The company had a less than spectacular...
DSK
Emanuel Datt
Datt Capital
Reporting Season

FNArena reporting season monitor: August 2021 - Week 4 (270 stocks covered)

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...
360
+43
Rudi Filapek-Vandyck
FNArena
Reporting Season

A small cap embedded in a multi-year growth opportunity

Macquarie Telecom (ASX:MAQ) is a data centre owner/operator with facilities in Sydney’s CBD, Macquarie Park in Sydney’s north, and Canberra. MAQ’s cloud services...
Roger Montgomery
Montgomery Investment Management
Reporting Season

Clear skies ahead for the Flying Kangaroo

Of all the businesses to have been hit hard by the global shutdowns since 2020, none have felt that impact worse than those in travel. Closed international and...
QAN
Blake Henricks
Firetrail Investments
Reporting Season

Stickier subscriptions to see undervalued mining software maker soar

Last year didn’t get off to a good start for mining software company RPMGlobal (RUL). With COVID slowing decision-making for many enterprise software companies and...
Alex Shevelev
Forager
Reporting Season

Ramsay set to prosper from pent-up demand

Ramsay (ASX: RHC) is the largest private hospital operator in Australia and a leading provider in France, the UK, and a number of Nordic countries. It has a long...
Jun Bei Liu
Ten Cap
Reporting Season

The planes don't fly, so is SYD still a buy?

Sydney Airport and Transurban have been steady long-term performers and present opportunities for investors to add infrastructure exposure to portfolios.  Whilst...
SYD
TCL
James Marlay
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2021 - Week 3 (128 stocks covered)

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...
ART
+22
Rudi Filapek-Vandyck
FNArena
Reporting Season

Two stunning healthcare stocks (hint: it's not CSL)

I recently sat down with Ben Clark from TMS Capital to find out which results have grabbed his attention this reporting season. Clark is well known to many...
RMD
James Marlay
Livewire Markets
Reporting Season

Inflation: Are you sceptical?

Anyone feeling sceptical about inflation would be wise to tune in to the final week of the August reporting season. If the first three weeks is any guide, inflation...
Dion Hershan
Yarra Capital Management
Reporting Season

Treasury Wine has got its Mojo back, I’ll drink to that

We are all familiar with Treasury Wine products. Maybe some more than others in this locked-down world. I know my own alcohol consumption went into overdrive during...
Henry Jennings
Marcus Today
Reporting Season

Woodside returns to profit

All but drowned out by the mammoth merger news with BHP, Woodside Energy (WPL) announced a solid return to profit for the 1H21. Revenue was in-line with consensus at...
Hendrik Bothma
Katana Asset Management
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