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30
August
2021
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min read
Computershare: A Flat FY22, Before Stronger Growth in FY23
Richard Coles
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
Head of Research
Discover why Aristocrat Leisure is a standout investment with strong performance and market-leading strategies.
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30
October
2021
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min read
Perpetual: Good Signs of Momentum
Richard Coles
Senior Analyst
Insights into Perpetual's momentum and key drivers contributing to its market performance.
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30
October
2021
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min read
Viva Energy Group: Positioned for Recovery
Adrian Prendergast
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.
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30
December
2021
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min read
Insurance Australia Group Strategy Session
Richard Coles
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
Senior Analyst
Discover why GrainCorp remains a strong investment opportunity as its upgrade cycle continues.
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30
December
2021
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min read
Woodside Petroleum: Jumps Ahead on Energy Transition
Adrian Prendergast
Senior Analyst
Dive into Woodside Petroleum's advancements in energy transition and its potential for future growth.
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30
August
2022
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min read
Wesfarmers: Second-Half Bounce Back
Alex Lu
Analyst
Analyze Wesfarmers' recovery in the second half, focusing on performance metrics and key drivers of success.
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30
June
2023
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min read
Commodities: Still Waiting on China
Adrian Prendergast
Senior Analyst
Explore the current resource market dynamics and strategic insights, revealing opportunities amid a selloff, preferred sector exposures, and valuable commodity insights for investors navigating the evolving landscape of China's growth and resource equities.
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