By Alex Lu
23 March 2022, 7:30 AM
Senior Analyst Alex Lu recaps his key stock picks, post reporting season, in the Industrials Sector and provides analysis on Amcor, Woolworths, Coles, Wesfarmers, PWR Holdings and Reliance Worldwide.
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By Alexander Mees
10 March 2022, 10:00 AM
On average, our universe of retailers beat our 1H22 EBIT expectations by 5.7%.
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By Andrew Tang
07 March 2022, 10:25 AM
February result beats were among the strongest in recent history, but stocks (frustratingly) failed to hold onto price gains, or enjoy material EPS upgrades.
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By Chris Brown
01 March 2022, 12:30 PM
Allkem (ASX:AKE) reported 1H22 underlying net profit after tax of $57m (Morgans forecast $73m, Factset consensus $86m) which was impacted by the timing of merger.
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By Jared Gelsomino
01 March 2022, 12:00 PM
A strong result for Motorcycle Holdings' (ASX:MTO), comping an elevated base (1H21 EBITDA A$21m excl. JK) with significant lockdown impacts to dealerships (16 affected in 1H) and a challenging environment for retailers (ongoing supply chain disruption).
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By Alex Lu
01 March 2022, 11:30 AM
InvoCare's (ASX:IVC) FY21 result (Dec Y/E) was slightly below expectations at the operating EBITDA line but better than expected at the operating NPAT line due mainly to lower net interest expense.
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By Richard Coles
01 March 2022, 11:00 AM
Zip Co's (ASX:Z1P) 1H22 result had been pre-released and disappointed on higher bad debts and operating expenses than we expected.
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By Tom Sartor
01 March 2022, 10:35 AM
February results were very strong, as we’d flagged was likely. Important large-cap stocks were the stars, beating expectations at a near record rate (37% of the ASX50 Beat) with their prices jumping a record amount (+7%) reflecting a flight to quality.
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By Andrew Tang
01 March 2022, 6:00 AM
Today, Tuesday the 1st of January, we are happy to buy Homeco Limited (ASX:HMC), Dalrymple Bay (ASX:DBI), Motorcycle Hldg (ASX:MTO), and Kina Securities Ltd (ASX:KSL).
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By Azib Khan
28 February 2022, 12:00 PM
Australian Finance Group (ASX:AFG) has reported 1H22 NPAT of $30.033m, 0.8% better than we expected. An interim dividend of 7.0cps fully franked has been declared, slightly better than our expectation of 6.7cps.
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