By Max Vickerson
09 May 2022, 9:00 AM
AGL Energy’s (ASX:AGL) demerger scheme details were released Friday and our view of the company hasn’t significantly changed.
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By Richard Coles
09 May 2022, 8:30 AM
In our view, it was hard to fault Macquarie Group's (ASX:MQG) FY22 result, which benefitted from strong performances in CGM and Macquarie Capital.
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By Steven Sassine
09 May 2022, 8:00 AM
REA Group (ASX:REA) released its 3Q22 trading update, with the highlight in the quarter being the resilient performance of the core Australian residential business, in our view.
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By Richard Coles
06 May 2022, 8:00 AM
QBE Insurance Group (ASX:QBE) has given a performance update as part of an investment conference.
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By Belinda Moore
06 May 2022, 7:30 AM
Flight Centre Travel's (ASX:FLT) trading update highlighted that TTV continues to improve rapidly as travel restrictions are removed from its key markets.
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By Alex Lu
06 May 2022, 7:00 AM
Amcor's (ASX:AMC) 3Q22 result overall was marginally above our expectations.
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By Alexander Mees
04 May 2022, 2:00 PM
Retail sales in Australia continue to outperform expectations.
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By Alex Lu
04 May 2022, 9:30 AM
Woolworths' (ASX:WOW) 3Q22 sales update was mixed with Australian Food sales growth slightly above expectations while NZ Food and BIG W were slightly below.
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By Michael Knox
04 May 2022, 9:00 AM
Chief Economist, Michael Knox updates us after the RBA forecast for core inflation has risen to 4.75% in 2022.
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By Dr Derek Jellinek
04 May 2022, 8:35 AM
While we continue to believe a full recovery from COVID-based disruptions still has time to play out, improving demand and strong pipeline, coupled with management's increasing confidence, is all suggestive of an improving earnings profile.
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