2023 AGM commentary

05 Dec 2023

Stocks mentioned: BOQ | Recommendation: Hold

BOQ hosted its AGM today that we attended. Much like the rest of the bank sector, BOQ is expecting..… Read more

Sector weakness drags

01 Dec 2023

Stocks mentioned: S32 | Recommendation: Add

We review our investment view and assumptions as the sector (ex-iron ore) selloff continues. S32's..… Read more

The FIX is underway

30 Nov 2023

Stocks mentioned: IRE | Recommendation: Add

IRE upgraded 2H23/FY24 guidance by ~8-9% on stable revenue and lower costs. Deleverage plans...… Read more

YTD trading update

29 Nov 2023

Stocks mentioned: HDN | Recommendation: Add

HDN recently released a YTD trading update highlighting that key portfolio metrics remain stable;...… Read more

1H24 result: Value bucket

28 Nov 2023

Stocks mentioned: CKF | Recommendation: Add

Collins Foods' interim result was indicative of a resilient demand environment, effective margin...… Read more

Looking to a stronger 2H

28 Nov 2023

Stocks mentioned: ARX | Recommendation: Add

ARX posted its 1H24 result which was in line with expectations and importantly reconfirmed FY24...… Read more

3Q23 performance update

27 Nov 2023

Stocks mentioned: QBE | Recommendation: Add

QBE has given a 3Q23 performance update. The main takeaway is that it was a solid enough 3Q23...… Read more
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