All posts by Alex Lu
Analyst
Sectors Covered: Industrials
By Alex Lu
26 August 2021, 11:30 AM
Reece's (ASX:REH) FY21 result overall was above our expectations.
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By Alex Lu
24 August 2021, 10:30 AM
Reliance Worldwide's (ASX:RWC) FY21 result was comfortably above our expectations.
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By Alex Lu
21 August 2021, 9:00 AM
While PWR Holdings Limited's (ASX:PWH) FY21 revenue was below our forecast, stronger-than-expected margin expansion resulted in earnings growth slightly ahead of our expectations. The result overall however was slightly below Bloomberg consensus estimates
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By Alex Lu
19 August 2021, 8:00 AM
Amcor's (ASX:AMC) FY21 result was broadly in line with expectations.
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By Alex Lu
19 August 2021, 7:00 AM
Coles Group's (ASX:COL) FY21 result was slightly above our expectations but in line with Bloomberg consensus forecasts.
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By Alex Lu
18 August 2021, 10:00 AM
Brambles Limited's (ASX:BXB) FY21 result was largely in line with expectations, although on a constant FX basis, earnings were slightly ahead of forecasts.
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By Alex Lu
17 August 2021, 7:00 AM
GWA Group’s (ASX:GWA) FY21 result was ahead of Morgans and Bloomberg consensus estimates.
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By Alex Lu
07 August 2021, 8:00 AM
Watch our reporting season results preview for the Industrials sector. Analyst Alex Lu discusses stocks to keep an eye on, such as Endeavour Group (ASX:EDV). Plus previewing other high cap stocks such as Coles (ASX:COL) and Woolworths (ASX:WOW).
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By Alex Lu
13 July 2021, 9:30 AM
Wesfarmers (ASX:WES) has made a non-binding, indicative offer to acquire 100% of Australian Pharmaceutical Industries (ASX:API) for A$1.38 per share, valuing the company's equity at A$687m (or EV of A$822m).
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By Alex Lu
29 June 2021, 4:00 PM
With the Endeavour Group (ASX:EDV) demerger now finalised, Woolworths (ASX:WOW) has become a more simplified business with management able to focus on food and everyday needs.
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