By Michael Knox
27 January 2022, 8:00 AM
The Fed is supporting the US economy first and fighting US inflation second; ASX 200 fair value is 7350.
Read more...
By Terri Bradford
25 January 2022, 4:50 PM
Salary sacrifice arrangements, when managed correctly, can be an effective method for building additional wealth for retirement. But what are the rules?
Read more...
By Tom Sartor
25 January 2022, 11:00 AM
2Q cost pressure shouldn’t surprise in the context of industry-wide pressure. We now incorporate MATSAs into our earnings forecasts, contributing from February.
Read more...
By Alexander Mees
25 January 2022, 10:30 AM
Adairs' (ASX:ADH) 1H22 trading update indicated additional costs, notably around the distribution centre, that has impacted margins more than we had expected.
Read more...
By Tom Sartor
25 January 2022, 10:00 AM
Earnings trends remain remarkably stable despite the recent Omicron and supply chain disruptions. While the uncertain outlook might temper some good results, we still see scope for upside surprises in February.
Read more...
By Max Vickerson
24 January 2022, 8:00 AM
PTB Group (ASX:PTB) announced that its preliminary 1H22 exceeded its guidance by 12%.
Read more...
By Tom Sartor
21 January 2022, 12:30 PM
We think today’s price weakness includes an over-reaction to downgraded FY22 physicals and cost guidance.
Read more...
By Adrian Prendergast
21 January 2022, 12:00 PM
A good end to the year for Santos (ASX:STO) with both 4Q21 production and sales revenue beating consensus estimates according to Visible Alpha data.
Read more...
By Adrian Prendergast
21 January 2022, 11:30 AM
A strong end to the year for Woodside Petroleum (ASX:WPL) with a good outlook for 2022. 4Q21 sales and 2022 guidance both came in ahead of our expectations.
Read more...
By Scott Murdoch
21 January 2022, 11:00 AM
Netwealth Group (ASX:NWL) reported 2Q22 FUA of A$56.7bn, with net inflows the primary driver (A$4.7bn quarterly FUA uplift).
Read more...