All posts by Steven Sassine
Associate Analyst
Sectors Covered: Diversified Financials
By Steven Sassine
13 February 2023, 8:00 AM
AGL Energy's (ASX:AGL) 1H result was a significant miss on consensus and our forecast and FY23 underlying net profit guidance was reduced by $20m.
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By Steven Sassine
09 February 2023, 8:00 AM
With reporting season upon us, we take a quick stock-take of the classified players and how listing volumes are shaping up early in 3Q23.
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By Steven Sassine
01 December 2022, 8:00 AM
Post Camplify’s (ASX:CHL) EGM vote on its recently announced acquisition, we take a closer look at PaulCamper and the opportunities it should provide to the now global Camplify business.
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By Steven Sassine
10 November 2022, 7:30 AM
REA Group’s (ASX:REA) 1Q23 trading update showed a resilient performance, in our view.
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By Steven Sassine
15 September 2022, 7:00 AM
Camplify’s (ASX:CHL) recently released FY22 result highlighted the strong underlying momentum in the business post lockdowns easing and the platforms resilience in a weather impacted operating environment.
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By Steven Sassine
19 August 2022, 9:00 AM
Australian Securities Exchange (ASX:ASX) reported FY22 operating revenue of ~A$1.02bn which was ~1% ahead of our estimate and in line with consensus.
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By Steven Sassine
17 August 2022, 8:20 AM
SEEK's FY22 topline result (~A$1.12bn, +47% on pcp) came in ~2% above the upper end of management's guidance. View our analysis.
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By Steven Sassine
16 August 2022, 8:00 AM
It was a solid result overall from Carsales.com (ASX:CAR), with Private the standout in our view. The groups topline growth was also assisted by strong performances by Media, Encar and Trader Interactive.
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By Steven Sassine
11 August 2022, 7:30 AM
REA Group (ASX:REA) released its FY22 result which came in slightly ahead of topline consensus with core revenue of ~A$1.17bn.
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By Steven Sassine
27 July 2022, 7:00 AM
Camplify (ASX:CHL) released its 4Q22 trading update, which in our view showed not only strong growth in key metrics but also highlighted that the underlying momentum in the business continued throughout the fourth quarter.
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