All posts by Belinda Moore
Senior Analyst
Sectors Covered: Agriculture, Food & Beverage, Travel and Chemicals
By Belinda Moore
16 May 2023, 8:00 AM
Elders (ASX:ELD) reported a weak 1H23 result which was below consensus expectations. Costs continued to rise and cashflow disappointed.
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By Belinda Moore
12 May 2023, 8:00 AM
GrainCorp's (ASX:GNC) 1H23 result was down on the record pcp but slightly ahead of expectations.
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By Belinda Moore
10 May 2023, 8:00 AM
Tourism Holdings Rentals Limited's (ASX:THL) Investor Day showcased its strong market position, leverage to a tourism recovery, the material synergy benefits from merging with Apollo (ATL) and management’s strong financial discipline.
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By Belinda Moore
04 May 2023, 8:00 AM
Flight Centre Travel's (ASX:FLT) trading update highlighted that its volumes continue to recover strongly. In March it delivered post-COVID record TTV (+6% vs March 2019).
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By Belinda Moore
23 February 2023, 8:00 AM
There wasn’t a lot new with Flight Centre Travel's (ASX:FLT) 1H23 result given the headline numbers were disclosed with its recent acquisition of luxury leisure business, Scott Dunn.
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By Belinda Moore
21 February 2023, 8:00 AM
Helloworld’s (ASX:HLO) 1H23 result beat our forecast. The strength of its EBITDA margin was the key highlight and is already above pre-COVID levels.
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By Belinda Moore
16 February 2023, 8:30 AM
Treasury Wine Estates’ (ASX:TWE) 1H23 result was a slight miss to MorgansF and consensus. Nonetheless, the company still delivered strong EBITS growth of 17.2%, which is a solid outcome given the challenging macro-economic backdrop.
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By Belinda Moore
01 February 2023, 8:00 AM
Flight Centre Travel’s (ASX:FLT) 1H23 result has beaten guidance, lead by a strong Corporate result.
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By Belinda Moore
18 November 2022, 7:00 AM
GrainCorp's (ASX:GNC) FY22 result was a record, although it was slightly weaker than expected and at the bottom end of its guidance range given a number of one-off items.
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By Belinda Moore
17 November 2022, 7:30 AM
GrainCorp's (ASX:GNC) FY22 result was a record, although it was slightly weaker than expected and at the bottom end of its guidance range given a number of one-off items.
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