Reporting Season

FNArena reporting season monitor: August 2023 – Week Four (240 stocks covered)

Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article.
360
+61
Rudi Filapek-Vandyck
FNArena
Reporting Season

Wesfarmers’ FY23 result ticks all the boxes - but is this fundie buying?

The odd-shaped business had no right delivering such a strong result, especially on such a down day, says MPC’s Mark Gardner.
ADH
Glenn Freeman
Livewire Markets
Reporting Season

This CEO's laser focus is on paying down debt and creating a leaner business

Profits may be up at Ramsay Health Care but the final dividend dropped by nearly 50%. In this interview, CEO Craig McNally shares why.
Hans Lee
Livewire Markets
Reporting Season

Woodside CEO Meg O'Neill talks record earnings, the dividend outlook and union tensions

Livewire sat down with the Woodside Energy Group CEO for an interview on everything from the company's latest result to the energy outlook.
Ally Selby
Livewire Markets
Reporting Season

Ramsay Health Care: Peddling uphill through inflationary cost pressures

With COVID-19 disruption fading into history, can transformation programs deliver top line growth and margin improvements?
COH
CSL
+1
Kym Sheehan
Livewire Markets
Reporting Season

Solid results, positive outlook, and policyholder growth - this insurer ticks all the boxes

IML's Hugh Giddy bought more of this stock a little over a year ago, and he has no intentions of selling after today's results.
SUN
Chris Conway
Livewire Markets
Reporting Season

How Worley is "firing on all cylinders" according to CFO Tiernan O'Rourke

Worley is at the forefront of a key structural change and in a “formidable competitive position”.
WOR
Chris Conway
Livewire Markets
Reporting Season

Two Aussie coal plays. One suffered a $271 million loss; the other returned $2.67 billion profit

Emanuel Datt from Datt Capital explains why.
S32
David Thornton
Livewire Markets
Reporting Season

This profitable tech company is only getting started...Hansen Technologies FY23 result

Hansen invests in its products to ensure its clients remain agile, responsive & relevant to their customers
Nick Sladen
LSN Capital Partners
Reporting Season

A boring but beautiful stock with 5-year CAGR EPS growth of +16.8%

Having held this stock since IPO, we continue to remain constructive on its outlook.
Matthew Kidman
Centennial Asset Management
Reporting Season

Do Woodside and Santos have the energy (and prices) to keep earnings up?

Two energy heavyweights have reported earnings that reflect the higher-for-longer oil and gas price thesis. But is it as good as it gets?
BHP
RIO
STO
+1
Hans Lee
Livewire Markets
Reporting Season

Dividends are up, but only one of our 2 big supermarkets is a buy

Australia's two big players are still benefitting from inflation in the latest results, but Elston's Bruce Williams sees challenges ahead.
COL
Sara Allen
Livewire Markets
Reporting Season

Your favourite small-cap is down 50% year-to-date. Is it time to buy the dip?

Livewire readers' most-tipped small-cap stock is down more than 50% in 2023. So is this a knife worth catching or is there more pain ahead?
+1
Kerry Sun
Livewire Markets
Reporting Season

Maiden profit sees 19% surge for this tech turnaround

And the kicker is that the company expects its EBITDA will increase 152-182% over the next financial year.
MP1
NCK
+1
Ally Selby
Livewire Markets
Reporting Season

BHP disappoints across the board, but this fundie is still bullish

Short-term lifts in commodity cost curves will help offset soft iron ore prices, according to Joe Wright from Airlie Funds Management
BHP
David Thornton
Livewire Markets
Reporting Season

Lithium producer posts US$524m profit for FY23 but its outlook hinges on China

The battery metal miner's latest positive earnings results set a new baseline following on from FY2022's maiden lithium production.
AKE
Glenn Freeman
Livewire Markets
Reporting Season

Why 140% growth in NPAT may not satisfy this stock's investors

This insurer has had a year of impressive growth, but 3 years of heightened rainfall has raised "natural perils", and dampened outlooks.
SUN
William Heine
Livewire Markets
Reporting Season

The 7 big themes of ASX earnings season so far (and what lies ahead)

It's half-time in the August full-year reporting season, what are the major themes?
360
ADH
+23
Hans Lee
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2023 – Week Three (98 stocks covered)

Ratings, consensus price targets, and FNArena insights on each stock covered feature in the following article.
3PL
ABG
+23
Rudi Filapek-Vandyck
FNArena
Reporting Season

3 catalysts that could put some heat into the unloved gold sector

Gold is out of favour but there are good reasons to believe the outlook is improving according to Evolution's Jake Klein.
James Marlay
Livewire Markets
Reporting Season

This profitable dividend payer is cheap as chips (and no one is talking about it)

And it's just announced an annual fully franked dividend of 8.3 cents per share, despite a slowdown in consumer spending.
Ben Rundle
Hayborough Investment Partners
Reporting Season

Origin Energy's bumper $1 billion profit overshadowed by looming takeover

With Origin Energy set to be taken out around $8.90 per share – Is the stock even worth a second look?
BHP
FMG
ORG
+2
Kerry Sun
Livewire Markets
Reporting Season

Telstra just booked a 13% net profit lift - but one thing is ringing in the market's ears

Nonetheless, IML's Daniel Moore sees a runway for continued earnings growth.
TLS
David Thornton
Livewire Markets
Reporting Season

This pathology provider's FY23 result heralds a return to "business as usual"

The market was underwhelmed but there's a lot to like about this result, explains Perpetual's Anthony Aboud.
Glenn Freeman
Livewire Markets
Reporting Season

Is Goodman Group the best of a bad bunch?

Medallion Financial's Michael Wayne certainly thinks so.
GMG
Ally Selby
Livewire Markets
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