Reporting Season

Record dividend for CSL, but subdued growth on the horizon

Australia's favourite long-term growth story and biotech darling CSL (ASX:CSL) has reported its full-year results, with net profit after tax up 10% to approximately...
CSL
Ally Selby
Livewire Markets
Reporting Season

The duopoly player in Australia's most attractive domain

Understanding a company's economic moat is a core part of investing. While pure monopolies are hard to come by, there is a compelling duopoly in one of Australia's...
REA
Jun Bei Liu
Ten Cap
Reporting Season

Bell Potter reporting season calendar August 2021

As the August 2021 reporting season gets into full swing, we've compiled a calendar featuring ~200 ASX-listed companies, highlighting reporting dates, NPAT (consensus...
AMC
+15
Bell Potter
Stockbroker
Reporting Season

FNArena reporting season monitor: August 2021 - Week 2 (44 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...
AGL
AMP
+41
Rudi Filapek-Vandyck
FNArena
Reporting Season

Undeniable: Why CBA remains the best of the banks

Australia's biggest bank reported today and it did not disappoint. There was a wash of green, both on their financial statements and in the eyes of investors as they...
Angus Kennedy
Livewire Markets
Reporting Season

How investors can cash in on the CBA buyback

As we predicted, Commonwealth Bank (ASX: CBA) has today announced an off-market buy-back, with the size – at $6 billion - slightly exceeding our expectation of $5...
Peter Gardner
Plato Investment Management
Reporting Season

3 tips to make Livewire work harder for you this reporting season

Reporting season is kicking into gear, and the company updates will start flowing freely. It’s a busy time and while in theory companies have the whole month of...
James Marlay
Livewire Markets
Reporting Season

What goes on during Reporting Season?

For equity analysts and fund managers in Australia, Christmas comes twice a year, every February and August, when most Australian listed companies reveal their...
CSL
Hugh Dive
Atlas Funds Management
Reporting Season

Reporting season optimism undented by local COVID resurgence

Against a rather dismal backdrop where 60% of the Australian population is in lockdown, the fiscal 2021 reporting season should provide a welcome boost. Overall...
BHP
FMG
+5
BRAD Potter
Tyndall AM
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
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