By Fiona Buchanan
31 January 2023, 8:00 AM
As attention turns to the February first half reporting season, earnings estimates continue to defy expectations of an imminent slowdown. However, fears that they will materially decelerate in 2H23 will temper sentiment when anticipated headwinds from rising interest rates hits home.
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By Adrian Prendergast
30 January 2023, 8:00 AM
A strong quarter for Fortescue Metals Group (ASX:FMG), coming in ahead of market estimates on shipments, pricing, and cost performance.
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By Dr Derek Jellinek
30 January 2023, 8:00 AM
ResMed Inc's (ASX:RMD) 2Q was ahead of market expectations, with robust sales across all product lines, but with GM headwinds limiting robust operating leverage.
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By Adrian Prendergast
30 January 2023, 8:00 AM
No major changes to our forecasts for Mineral Resources (ASX:MIN) following a mixed 2Q23 result.
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By Adrian Prendergast
27 January 2023, 9:00 AM
Woodside Energy (ASX:WDS) group revenue for the year was close to consensus despite the bigger production beat, attributed to lower sales volumes and realised prices.
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By Nathan Lead
27 January 2023, 8:00 AM
Release of Q4 traffic and revenue data from Atlas Arteria (ASX:ALX) removes a key risk heading into the FY22 result due to be released on 23 February.
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By Alexander Mees
25 January 2023, 12:00 PM
Consumer demand appears to have held up well through the festive period. We think this will be reflected in generally positive 1H FY23 results.
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By Nick Harris
24 January 2023, 8:00 AM
All going to plan Telstra Health could be worth ~$1.5bn /11cps for Telstra Corporation (ASX:TLS) shareholders on our estimates. While not material, we think it is underappreciated.
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By Adrian Prendergast
24 January 2023, 8:00 AM
A steady 2Q23 operational result for South32 (ASX:S32), with most segments ahead or in-line with estimates.
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By Tom Sartor
24 January 2023, 8:00 AM
Stanmore Resources' (ASX:SMR) 4Q sales beat our expectations despite 2022 wet weather.
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