By Steven Sassine
14 November 2023, 8:00 AM
REA Group's (ASX:REA) 1Q24 trading update highlighted the upside of the recent strength seen in key markets.
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By Steven Sassine
01 November 2023, 8:00 AM
Camplify (ASX:CHL) released its 1Q24 trading update which continued to show the underlying business momentum in what is traditionally a seasonally subdued quarter.
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By Steven Sassine
03 October 2023, 8:00 AM
WH Soul Pattinson & Co (ASX:SOL) released its FY23 result which, in our view, was a broadly resilient performance of the investment portfolio, with FY24 arguably set to benefit from a more diversified asset base.
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By Steven Sassine
16 August 2023, 8:00 AM
Whilst the SEEK (ASX:SEK) result highlighted some positive momentum with the platform unification project nearing completion (e.g. yield uplift across key regions), it was arguably the softer FY24 guidance than expected that saw the stock trade down on the day.
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By Steven Sassine
15 August 2023, 8:00 AM
Carsales (ASX:CAR) released its FY23 result, which at NPAT level, on an adjusted basis was a beat versus consensus.
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By Steven Sassine
14 August 2023, 8:30 AM
REA Group (ASX:REA) released its FY23 result, which was small beat vs Visible Alpha consensus.
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By Steven Sassine
10 August 2023, 10:00 AM
As we move into the full year results period, we take a quick stock-take of the classifieds players and how volumes are shaping up in 1Q24.
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By Steven Sassine
15 May 2023, 8:00 AM
REA Group (ASX:REA) released its 3Q23 trading update, which in our view highlighted a broadly tougher quarter overall for the group.
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By Steven Sassine
22 February 2023, 9:00 AM
SEEK’s (ASX:SEK) 1H23 was broadly a positive result, in our view, however job ad volume growth moderating in 2H23 (particularly ANZ), whilst not unexpected, looks to be a factor in guidance being set at the lower end of previously flagged ranges.
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By Steven Sassine
14 February 2023, 8:00 AM
Carsales.com (ASX:CAR) released its 1H23 result, which on an adjusted basis was a slight miss at the topline and EBITDA (-4-5%) vs Visible Alpha consensus but in line with NPAT.
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