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).
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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.
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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.
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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.
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By Michael Knox
18 November 2021, 7:30 AM
We look at the US credit market to find two indicators of stock market health.
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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.
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By Andrew Tang
15 November 2021, 3:45 PM
Strategist Andrew Tang unpacks the structural investment thematic of this generation.
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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.
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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.
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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.
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