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30
November
2023
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min read
Conference Recap November 2023: The Month Ahead
Alexander Mees (AR: 001289080)
Head of Research
Gain insights from key conferences and prepare for November 2023 with highlights of emerging market trends and opportunities.
Find out more
30
April
2021
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min read
Zip Co: 3Q21 Trading Update: US Going Strong
Richard Coles (AR: 001007378)
Senior Analyst
Analyze Zip Co's strong US growth and key performance updates from their 3Q21 trading report.
Find out more
30
April
2021
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min read
Afterpay Touch: Looking to Pack Their Bags
Richard Coles (AR: 001007378)
Senior Analyst
Dive into Afterpay's 3Q21 highlights, from robust sales growth and global expansion to strategic moves like a potential US listing, providing a snapshot of the fintech giant's dynamic trajectory
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30
August
2021
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min read
Computershare: A Flat FY22, Before Stronger Growth in FY23
Richard Coles (AR: 001007378)
Senior Analyst
FY21 management NPAT (US$284m) was down ~7.5% on pcp, but broadly in-line with Bloomberg Consensus (US$281m) and company guidance (-8%).
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30
October
2021
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min read
Aristocrat Leisure: Back the Right Horse
Alexander Mees (AR: 001289080)
Head of Research
Discover why Aristocrat Leisure is a standout investment with strong performance and market-leading strategies.
Find out more
30
October
2021
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min read
Perpetual: Good Signs of Momentum
Richard Coles (AR: 001007378)
Senior Analyst
Insights into Perpetual's momentum and key drivers contributing to its market performance.
Find out more
30
October
2021
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min read
Viva Energy Group: Positioned for Recovery
Adrian Prendergast (AR: 001000776)
Senior Analyst
Overall a marginally softer 3Q21 than we expected, but Viva Energy Australia (ASX:VEA) remains in a strong position leveraged to the NSW and VIC reopenings.
Find out more
30
December
2021
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min read
Insurance Australia Group Strategy Session
Richard Coles (AR: 001007378)
Senior Analyst
Key updates from Insurance Australia Group's strategy session, highlighting future plans and competitive positioning.
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30
November
2021
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min read
GrainCorp: Upgrade Cycle Continues
Belinda Moore (AR: 000259141)
Senior Analyst
Discover why GrainCorp remains a strong investment opportunity as its upgrade cycle continues.
Find out more
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