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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By Nathan Lead
29 April 2022, 9:00 AM
The Kemps Creek site deal is better than we had assumed (re: incentive payments) and provides additional warehouse capacity that Silk Logistics Holdings (ASX:SLH) can pursue for growth.
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By Adrian Prendergast
29 April 2022, 8:30 AM
A surprisingly strong share price reaction to a mixed quarter for Fortescue Metals Group (ASX:FMG), with rising investor sentiment on strong shipments driving revenue despite costs slipping on all fronts.
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By Mat Collings
29 April 2022, 8:00 AM
Newcrest Mining (ASX:NCM) is guiding to a strong Q4, needing at least 600koz of production to meet the lower end of revised guidance.
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By Michael Knox
28 April 2022, 9:00 AM
We update our models of US and Australian equities for the selloff in the US and Australian bonds.
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By Steven Sassine
28 April 2022, 8:00 AM
Camplify Holdings (ASX:CHL) recently released its 3Q22 trading update which, in our view, showed solid growth across key business metrics despite what remained a challenging operating environment.
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By Azib Khan
27 April 2022, 12:00 PM
Shifting to more cautious sector stance with rate rises looking imminent.
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By Scott Murdoch
27 April 2022, 10:30 AM
Credit Corp (ASX:CCP) reaffirmed FY22 earnings guidance and increased PDL and net lending investment guidance. AUS debt sale volumes remain subdued, which is being offset by higher investment in USA PDL’s and accelerated lending volumes.
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By Adrian Prendergast
27 April 2022, 10:00 AM
A mixed 3Q22 quarter from South32 (ASX:S32), with some production beats/misses and some predictable increases to unit cost guidance.
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