All posts by Belinda Moore
Senior Analyst
Sectors Covered: Agriculture, Food & Beverage, Travel and Chemicals
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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By Belinda Moore
22 February 2022, 10:30 AM
The 1H22 continued to be a challenging period for Helloworld (ASX:HLO) given COVID-19-related travel restrictions and materially less government support. However, the result was better than we expected.
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By Belinda Moore
21 February 2022, 3:15 PM
Inghams (ASX:ING) reported a solid 1H22 result considering the disruption from COVID lockdowns which impacted some of its higher margin channels.
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By Belinda Moore
17 February 2022, 11:45 AM
Corporate Travel Management's (ASX:CTD) 1H22 result was in line with our forecast but was below consensus. Importantly the company generated positive EBITDA, strong cashflow conversion and has a strong balance sheet (no debt).
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By Belinda Moore
17 February 2022, 7:30 AM
Treasury Wine Estates (ASX:TWE) reported an impressive 1H22 result given it had to cycle China earnings and the divested US commercial wine portfolio.
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By Belinda Moore
08 February 2022, 9:00 AM
GrainCorp (ASX:GNC) has provided FY22 earnings guidance which was materially higher than consensus estimates reflecting another bumper crop, above average carry-over grain and strong global demand for Australian grain and oilseeds. While GNC’s execution has been impressive, FY22 essentially reflects near perfect trading conditions across both grain Marketing and Processing.
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By Belinda Moore
08 February 2022, 7:00 AM
Helloworld (ASX:HLO) recently announced the sale of its Corporate and Entertainment travel business to Corporate Travel Management (CTD) for A$175m (49% of its mkt cap).
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By Belinda Moore
04 February 2022, 9:00 AM
1Q22 is off to an extremely strong start and Nufarm (ASX:NUF) is confident of delivering further earnings growth in FY22. We have upgraded our forecasts.
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