All posts by Alex Lu
Analyst
Sectors Covered: Industrials
By Alex Lu
26 April 2022, 9:30 AM
We compare some key metrics for Reliance Worldwide Corp (ASX:RWC), GWA Group (ASX:GWA) and Reece (ASX:REH) and how each company stacks up in terms of trading multiples, growth outlook, debt, margins and returns.
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By Alex Lu
22 April 2022, 9:00 AM
Endeavour Group's (ASX:EDV) 3Q22 sales trading update overall was slightly better than we expected.
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By Alex Lu
22 April 2022, 8:00 AM
Brambles (ASX:BXB) delivered 3Q22 YTD sales growth (constant currency) of 8%, which was slightly above our 7% forecast.
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By Alex Lu
23 March 2022, 7:30 AM
Senior Analyst Alex Lu recaps his key stock picks, post reporting season, in the Industrials Sector and provides analysis on Amcor, Woolworths, Coles, Wesfarmers, PWR Holdings and Reliance Worldwide.
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By Alex Lu
01 March 2022, 11:30 AM
InvoCare's (ASX:IVC) FY21 result (Dec Y/E) was slightly below expectations at the operating EBITDA line but better than expected at the operating NPAT line due mainly to lower net interest expense.
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By Alex Lu
28 February 2022, 11:30 AM
Brambles' (ASX:BXB) 1H22 result was broadly in line with our expectations, although on a constant FX basis, underlying EBIT growth was above our forecast.
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By Alex Lu
28 February 2022, 11:00 AM
Reece's (ASX:REH) 1H22 result overall was above expectations and guidance provided at the AGM in October.
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By Alex Lu
25 February 2022, 6:30 AM
Woolworths' (ASX:WOW) 1H22 result was in line with expectations at the underlying EBIT line following the company’s trading update in mid-December.
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By Alex Lu
23 February 2022, 10:00 AM
Coles Group's (ASX:COL) 1H22 result was broadly in line with expectations, which was a good effort in our view given risks around higher COVID costs that could have materially impacted earnings in the half.
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By Alex Lu
22 February 2022, 11:30 AM
Endeavour Group’s (ASX:EDV) 1H22 result was well ahead of expectations.
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