All posts by Belinda Moore
Senior Analyst
Sectors Covered: Agriculture, Food & Beverage, Travel and Chemicals
By Belinda Moore
24 May 2022, 10:00 AM
Despite an ~8 week shutdown at Waggaman, Incitec Pivot (ASX:IPL) posted record 1H earnings driven by materially higher fertiliser prices, lower AUD, strong explosives volumes and solid manufacturing performance across its remaining plants.
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By Belinda Moore
24 May 2022, 9:25 AM
Bumper conditions all round. View our analysis of ELD's 1H22 result.
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By Belinda Moore
20 May 2022, 9:30 AM
FY22 was a tough year given COVID travel restrictions. However Webjet's (ASX:WEB) result was stronger than expected with TTV, revenue and cashflow beating our forecasts.
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By Belinda Moore
10 May 2022, 9:00 AM
Webjet (ASX:WEB) reports its FY22 result on 19 May. Like all travel companies, WEB was impacted by the Omicron variant which caused a wave of cancellations over a ~10-week period. We have revised our forecasts.
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By Belinda Moore
06 May 2022, 7:30 AM
Flight Centre Travel's (ASX:FLT) trading update highlighted that TTV continues to improve rapidly as travel restrictions are removed from its key markets.
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By Belinda Moore
13 April 2022, 8:30 AM
Two months after issuing its FY22 guidance in early February, GrainCorp (ASX:GNC) has upgraded guidance which was again materially ahead of consensus expectations.
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By Belinda Moore
15 March 2022, 10:00 AM
Elders' (ASX:ELD) FY22 EBIT guidance was materially ahead of consensus expectations.
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By Belinda Moore
02 March 2022, 10:00 AM
In line with its strategy, Orica (ASX:ORI) has announced the finalisation of the sale of Minova.
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By Belinda Moore
25 February 2022, 1:30 PM
Blackmores' (ASX:BKL) 1H22 result beat our EBIT forecast but missed our NPAT due to higher than expected minorities.
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By Belinda Moore
25 February 2022, 10:30 AM
Flight Centre Travel's (ASX:FLT) 1H loss was materially worse than consensus estimates and increased on last year despite a stronger top line performance.
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