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30
November
2023
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min read
Inghams: Back on Track
Belinda Moore
Senior Analyst
Explore Ingham's recovery efforts and improved performance for a stronger position in the market.
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3
November
2023
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min read
Ramsay Health Care: Growth, Digital Future, Asian JV Sold
Nathan Lead
Senior Analyst
Ramsay Health Care's investor day spotlighted digital aspirations and strategic manoeuvres. Explore promising growth in Australia, the delicate balance of operating leverage, and adjustments to FY24-26 earnings.
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30
November
2023
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min read
Commonwealth Bank: Q1 Report Card
Nathan Lead
Senior Analyst
Insights into Commonwealth Bank's Q1 performance, highlighting strengths and areas for improvement.
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30
November
2023
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min read
ALS: Resilience Sets Up a Bright Future
Alexander Mees
Head of Research
ALS's FY23 success, surpassing earnings expectations with a 13.0% NPATA increase to $1,327M, sets the stage for a resilient future, navigating FY24 with optimism and retaining an Add rating despite adjustments.
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30
November
2023
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min read
Nufarm: Resilient Performance
Belinda Moore
Senior Analyst
Explore how Nufarm outperformed peers in FY23, the strategic moves that shaped their financials, and what lies ahead in FY24.
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30
November
2023
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min read
GrainCorp: Managing Strong Cash Position
Belinda Moore
Senior Analyst
GrainCorp's (ASX:GNC) FY23 result was down on the record pcp however it still posted a commendable result with strong operating cashflow and a large core cash position the key highlights.
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30
November
2023
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min read
Technology One: Supercharging ARR
Nick Harris
Senior Analyst
Technology One's (ASX:TNE) result was slightly better than expected with revenue momentum being the highlight.
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3
November
2023
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min read
Brickworks: Long-Term Value Despite Headwinds
Liam Schofield
Analyst
Analysis of Brickworks' strategies to maintain long-term value while addressing current market challenges.
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30
November
2023
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min read
Medibank AGM & APRA Insights
Richard Coles
Senior Analyst
Key takeaways from Medibank's AGM and APRA statistics, highlighting financial performance and regulatory insights.
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