By
19 February 2021, 5:00 PM
Western Areas (WSA), Lovisa (LOV), PWR Holdings (PWH), Carsales.com (CAR), and Mirvac Group (MGR).
Read more...
By Adrian Prendergast
18 February 2021, 5:00 PM
South32 reported a strong 1H21 earnings result that exceeded estimates. The SAEC sale is still a major value catalyst, and worth waiting for.
Read more...
By Dr Derek Jellinek
18 February 2021, 4:30 PM
In CSL Ltd's 1H21 results, Seqirus was the standout on pandemic driven demand for influenza vaccines, while Behring gained from Albumin sales and cost-outs, but Ig growth was modest and Specialty /Haemophilia fairly flat.
Read more...
By Alex Lu
18 February 2021, 4:30 PM
Wesfarmers' 1H21 result was well above our expectations. However, while sales across its retail businesses have remained strong through January and February, a slowdown from March is expected due to COVID-19.
Read more...
By Adrian Prendergast
19 February 2021, 12:00 AM
With Fortescue Metal Group easing our fears over the Iron Bridge magnetite project and reporting a strong 1H21 result, we maintain a Hold rating.
Read more...
By Adrian Prendergast
18 February 2021, 2:00 PM
Rio Tinto (RIO) reported a solid 2H20 result ahead of expectations. We see RIO in a strong position fundamentally, maintaining our Hold rating.
Read more...
By Adrian Prendergast
18 February 2021, 12:30 PM
Woodside Petroleum reported earnings well short of consensus expectations for 2H20. Growth projects remain reliant on Woodside’s ability to deal its equity in these projects.
Read more...
By Adrian Prendergast
18 February 2021, 10:00 AM
Santos' second half result followed expectations. Unsurprisingly, the result focused on the FX-impacted cost guidance for 2021, in-line with pressure being felt across the resources industry.
Read more...
By Andrew Tang
18 February 2021, 9:00 AM
We outline the best calls to action from today's reporting season results. If you only read a few notes, make it these ones!
Read more...
By
17 February 2021, 3:30 PM
Domino's Pizza's (DMP) 1H21 results were above expectations. We see the potential for a period of synchronised global growth from DMP, something we haven’t seen in some time.
Read more...