By Andrew Tang
03 May 2022, 4:35 PM
Tighter financial conditions for households and companies will create a different set of winners and losers from the past two years. We suggest investors review portfolio positioning to account for inflation that appears to be stickier than anticipated.
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By Max Vickerson
03 May 2022, 9:00 AM
AGL Energy (ASX:AGL) has lowered its guidance for FY22 underlying profit after tax by $55m (-18%) largely as a result of the Loy Yang Unit 2 outage.
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By Alex Lu
02 May 2022, 9:00 AM
Reliance Worldwide's (ASX:RWC) 3Q22 trading update overall was weaker than we expected, with sales growth broadly in line but underlying EBITDA was impacted by higher costs despite the company’s efforts to mitigate through price rises.
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By Alex Lu
02 May 2022, 8:30 AM
Coles Group's (ASX:COL) 3Q22 sales update overall was slightly better than we expected, which was a good effort in our view given the major disruptions during the period.
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By Max Vickerson
02 May 2022, 8:00 AM
Energy Markets is benefitting from increased electricity sales volumes but we remain concerned about rising fuel costs depressing FY23 earnings.
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By Andrew Tang
02 May 2022, 7:00 AM
We make two changes to the list this month, removing Hotel Property Investments (ASX:HPI) and MoneyMe (ASX:MME).
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