All posts by Kurt Gelsomino
Analyst
Sectors Covered: Building Materials, Industrials, Gaming
By Kurt Gelsomino
24 September 2021, 9:00 AM
Brickworks (ASX:BKW) reported a strong FY21 result, which was in line with our expectations and underpinned by a record result from its Property segment.
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By Kurt Gelsomino
30 August 2021, 1:00 PM
While Jumbo Interactive's (ASX:JIN) FY21 result was in line with our forecasts and consensus, the stock was sold off heavily, which we attribute to some specific reasons below.
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By Kurt Gelsomino
27 August 2021, 9:00 AM
MAAS Group (ASX:MGH) delivered a strong FY21 result, which was in line with our forecasts and at the upper end of guidance.
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By Kurt Gelsomino
26 August 2021, 10:30 AM
Wagners' (ASX:WGN) FY21 result highlighted its clear earnings recovery, with strong cash generation and continued de-leveraging key highlights.
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By Kurt Gelsomino
19 August 2021, 7:30 AM
Tabcorp Holdings' (ASX:TAH) FY21 result was in line with our forecasts and consensus. A record result from Lotteries & Keno (L&K) was the highlight and illustrated the resilience of the business.
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By Kurt Gelsomino
12 August 2021, 9:00 AM
Alliance Aviation Services (ASX:AQZ) delivered a strong FY21 result, with NPBT of A$51.0m (+25.3% yoy) in line with our forecast and just 2% below consensus.
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By Kurt Gelsomino
11 August 2021, 9:30 AM
Morgans Analyst Kurt Gelsomino discusses key ideas in the Industrials & Gaming sectors and expectations for the upcoming reporting season.
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By Kurt Gelsomino
10 August 2021, 8:30 AM
Brickworks' (ASX:BKW) FY21 guidance for Building Products Australia (BPA) and Building Products Norther America (BPNA) was slightly softer than we expected, while Property guidance was in line with our forecast.
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By Kurt Gelsomino
02 August 2021, 8:30 AM
BlueBet Holdings (ASX:BBT) delivered a pleasing 4Q21 update, with strong growth experienced in key operational metrics and Net Win Margins maintained at healthy levels.
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By Kurt Gelsomino
27 April 2021, 3:30 PM
Tabcorp (TAH) has received a revised proposal for its Wagering & Media business from Entain plc. The Board will assess the revised proposal in the context of its previously announced strategic review.
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