By Scott Murdoch
18 November 2021, 10:00 AM
Eagers Automotive (ASX:APE) released FY21 NPBT guidance of A$390-395m, ~5% below consensus and implying 2H22 NPBT of ~A$175m (down from 1H21 A$218.6m).
By Azib Khan
18 November 2021, 9:30 AM
Commonwealth Bank's (ASX:CBA) 1Q22 unaudited cash NPAT is ~9% lower than our expectation largely due to the net interest margin (NIM) being significantly lower than our expectation, non-interest income softness and higher-than-expected operating expenses.
By Anthony Porto
18 November 2021, 9:00 AM
Seek’s (ASX:SEK) AGM trading update confirmed strong trading conditions FYTD both domestically and in the larger Asian markets in which the company operates.
By Nathan Lead
18 November 2021, 8:00 AM
We update our investment thesis based on macro movements, recent traffic data, the APRR’s recent bond issue, and the investor day briefing.
By Michael Knox
18 November 2021, 7:30 AM
We look at the US credit market to find two indicators of stock market health.
By Mat Collings
16 November 2021, 8:00 AM
We look at several standard valuation metrics across the sector, with each metric having strengths and weaknesses and all requiring context to be best understood and interpreted.
By Andrew Tang
15 November 2021, 3:45 PM
Strategist Andrew Tang unpacks the structural investment thematic of this generation.
By Nathan Lead
12 November 2021, 9:30 AM
AusNet Services (ASX:AST) released its 1H22 result, albeit it was a non-event given the agreed takeover by Brookfield.
By Belinda Moore
12 November 2021, 9:00 AM
GrainCorp's (ASX:GNC) FY21 result beat the top end of its EBITDA guidance range benefitting from a record east coast grain crop, strong demand for Australian grains, a record Processing result and its strategic initiatives.
By Kurt Gelsomino
11 November 2021, 9:00 AM
We think Alliance Aviation Services' (ASX:AQZ) AGM update was better than potentially feared. While slightly delayed, its fleet expansion remains on track to deliver a strong FY23 result and comfort with FY22 consensus was reiterated.