By Alex Lu
31 October 2019, 1:10 PM
WOW’s 1Q20 sales result overall was slightly weaker than we expected.
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By Michael Knox
31 October 2019, 10:55 AM
US earnings are beginning to grow more rapidly.
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By
29 October 2019, 2:50 PM
While Lovisa (LOV) is far from being ‘cheap’, getting exposure to a significant global rollout program is also rare in the Australian retail sector.
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28 October 2019, 3:10 PM
I detail what to expect when major banks NAB, ANZ and WBC report their results in the coming days.
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By Dr Derek Jellinek
28 October 2019, 11:25 AM
First quarter showed strength across the board, with market beating growth in sleep and respiratory care, underpinned by flow generator connected device solutions and exceptional growth on the back of multiple new mask launches.
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By
24 October 2019, 2:25 PM
With the stock trading on 11.2x FY20 PE and a 5.8% yield, we maintain an Add rating
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By Michael Knox
24 October 2019, 1:15 PM
China's growth is now driven by services not manufacturing.
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By Nathan Lead
23 October 2019, 5:24 PM
The Productivity Commission's final report was benign for SYD, if not helpful. We view the event as de-risking the investment case, and should contribute to the gap closing between the share price and our 12 month target price.
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By Nick Harris
23 October 2019, 4:47 PM
Megaport Limited's (ASX:MP1) 1Q FY20 was in line with our expectations and we make some immaterial changes to our short term forecasts. We maintain our ADD rating.
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By Nick Harris
23 October 2019, 4:29 PM
We believe the CEO and CFO have made significant progress in rightsizing and refocusing the business on value creation for customers and shareholders. We resume coverage post capital raising with an Add recommendation.
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