Reporting Season
August 2024 coverage
Reporting season always presents tactical opportunities for investors to take advantage of the stock-specific imbalances in risk and return that emerge with the release of earnings. Our Reporting Season Playbook previews the upcoming results of 155 stocks, calling out positive and negative surprise candidates, alongside an overview of the macroeconomic backdrop.
After tax income
Reporting Season Playbook
Our Reporting Season Playbook previews the upcoming results for the period to June 2024 of 155 stocks under coverage. In the report, we call out positive and negative surprise candidates and present an overview of the macroeconomic backdrop. The market has weathered the effects of higher interest rates better than expected and while we still expect below-trend growth in FY24, earnings expectations have found a solid base and are forecast to resume positive growth in FY25.
Our key tactical trades in August include GQG Partners, Guzman y Gomez, Lovisa, NextDC, Regal Partners and Qualitas.
Become a Morgans client to download the 2024 Playbook.
Reporting Season Calendar
Reporting season starts on 31 July 2024 and runs through to the end of August, with almost every company expected to release by 30 August 2024. Our Reporting Season Calendar provides the expected results dates of 155 companies under coverage. As always, the busiest weeks will be the last two weeks of the month. Three-quarters of stocks under our coverage will squeeze their results into the weeks of 19 and 26 August 2024. Note that all results dates are subject to change.
Download your copy of the Reporting Season calendar today.
Strategic investments
Strategic investments play a crucial role in effective tax planning. By choosing tax-efficient investment vehicles, leveraging Capital Gains Tax exemptions, and planning exits wisely, individuals can optimise after-tax returns. These strategic manoeuvres within the realm of tax planning are not one-size-fits-all and require a tailored approach based on individual financial goals and circumstances.
