august 2023 reporting season

Latest news and analysis on august 2023 reporting season

Equities

Gauging the increasing number of write downs

In this article we look at the recent result season in particular the large number of “one-off losses” that were announced.
Stephen Bennie
Castle Point Funds
Equities

Soul Patts is axing equities for alternatives amid a worsening economic climate

We sat down with Soul Patts' CEO Todd Barlow for a deep dive into the team's investment strategy.
BKW
+1
Ally Selby
Livewire Markets
Expert Insights

The economy has a sniffle, but Fidelity sees opportunity

A muted reporting season might raise concerns for the Australian economy, but Fidelity's Casey McLean sees opportunities ahead.
BAP
COL
+9
James Marlay
Livewire Markets
Buy Hold Sell

6 stocks to back in FY24

In this episode, IML's Michael O'Neill and Auscap Asset Management's Will Mumford run the ruler over the August reporting season.
AGL
+10
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)

In this episode, IML's Michael O'Neill and Auscap's Will Mumford analyse some of the market's most controversial stocks.
CHN
CXO
+6
Buy Hold Sell
Livewire Markets
Equities

The era of the 100% pay-out ratio is over. Here's why

Margin pressures from high interest rates, a weaker consumer and tight labour markets were key 2023 themes but these companies stand out.
ALD
BHP
+9
Brad Potter
Tyndall AM
Reporting Season

37 stocks were covered as part of Livewire's reporting season coverage (and only four were "sells")

Missed some of our reporting season coverage? Have no fear - this article will do the heavy lifting for you.
Ally Selby
Livewire Markets
Fixed Income

It's "hard to see where it can go wrong" for these assets

Opportunities still exist despite the market coming to the realisation that costs are not only surging but also sticky.
AMP
+6
Hans Lee
Livewire Markets
Reporting Season

IGO's bumper FY23 lithium performance and special dividend surprise

IGO surprises the market with record earnings and a special dividend.
CAR
COL
DXS
+4
Kerry Sun
Livewire Markets
Reporting Season

Only one of these two lithium stocks is a buy

In this wire, Marcus Today's Henry Jennings shares his views on Mineral Resources and Pilbara Mineral's latest results.
BHP
+4
Ally Selby
Livewire Markets
Reporting Season

Why UBS thinks it's time to take profits

Take profits on winners and buy companies with this characteristic, says Richard Schellbach.
SUN
+1
Hans Lee
Livewire Markets
Reporting Season

Aussie Broadband's Phillip Britt on the telco's plans to take on the incumbents

The telco continues to take the market by storm, with its NBN share lifting 1.1% to 7.6% over the past year.
Ally Selby
Livewire Markets
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

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

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

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

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
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