By Kurt Gelsomino
28 February 2022, 9:00 AM
BlueBet (ASX:BBT) has made strong operational progress over the past ~6 months, with solid momentum in its core Australian operations and US activity to ramp up in CY22.
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By Kurt Gelsomino
23 February 2022, 11:00 AM
We viewed the market’s reaction to Jumbo Interactive's (ASX:JIN) cost investment as overdone and expect the impact to be recovered from stronger top-line performance.
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By Kurt Gelsomino
18 February 2022, 7:30 AM
Tabcorp Holdings' (ASX:TAH) interim result was ahead of consensus expectations, with another record result from Lotteries & Keno (L&K) the clear highlight.
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By Kurt Gelsomino
09 February 2022, 12:30 PM
We preview key stocks from the small and mid-cap industrials sector, such as; People Infrastructure (ASX:PPE), Maas Group (ASX:MGH), Tabcorp (ASX:TAH), Jumbo (ASX:JIN), and Alliance Aviation (ASX:AQZ).
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By Kurt Gelsomino
28 January 2022, 12:00 PM
Overall, we view Jumbo Interactive's (ASX:JIN) acquisition of StarVale Group favourably and consistent with management’s strategy of expanding its presence in the UK (and North America).
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By Kurt Gelsomino
16 December 2021, 8:30 AM
Jumbo Interactive's (ASX:JIN) International update flagged that regulatory approval on its Stride acquisition is expected to be received in 4Q22 (vs. CY21 before) and its first UK SaaS customer recently went live in late November.
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By Alexander Mees
23 October 2021, 11:00 AM
On 18 October, Aristocrat Leisure (ASX:ALL) announced the proposed acquisition of UK-listed real money gaming business Playtech (PTEC-GB).
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By Kurt Gelsomino
20 October 2021, 8:30 AM
COVID-19 restrictions had a material impact on Tabcorp Holdings' (ASX:TAH) 1Q22 trading, with group revenue down 7.3% on the pcp and pressure on margins from increased wagering generosities and the non-repeat of COVID-19 cost mitigation measures in the pcp.
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By Kurt Gelsomino
19 August 2021, 7:30 AM
Tabcorp Holdings' (ASX:TAH) FY21 result was in line with our forecasts and consensus. A record result from Lotteries & Keno (L&K) was the highlight and illustrated the resilience of the business.
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By Alexander Mees
18 August 2021, 9:30 AM
Shares in Breville Group (ASX:BRG) sold off after it delivered earnings in line with, but no more than, guidance. This is hardly surprising given the premium valuation of the stock, but certain positive dynamics may have been missed in the rush to take profits.
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