All posts by Alex Lu
Analyst
Sectors Covered: Industrials
By Alex Lu
16 September 2021, 8:00 AM
Brambles' (ASX:BXB) 2021 Investor Day focused on transforming the business through a range of initiatives that management expects will support revenue growth, operating leverage and FCF generation from FY23 onwards.
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By Alex Lu
30 August 2021, 11:00 AM
Wesfarmers (ASX:WES) FY21 result was slightly above our expectations but a bit below Bloomberg consensus at the underlying EBIT line.
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By Alex Lu
27 August 2021, 10:00 AM
Woolworths' (ASX:WOW) FY21 result overall was below our expectations. While not straightforward due to the recent Endeavour Group (EDV) demerger, we believe the result was broadly in line with Bloomberg consensus estimates.
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By Alex Lu
27 August 2021, 7:00 AM
Endeavour Group's (ASX:EDV) FY21 result overall was above our expectations. Underlying NPAT however was slightly below Bloomberg consensus estimates.
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By Alex Lu
26 August 2021, 11:30 AM
Reece's (ASX:REH) FY21 result overall was above our expectations.
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By Alex Lu
24 August 2021, 10:30 AM
Reliance Worldwide's (ASX:RWC) FY21 result was comfortably above our expectations.
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By Alex Lu
21 August 2021, 9:00 AM
While PWR Holdings Limited's (ASX:PWH) FY21 revenue was below our forecast, stronger-than-expected margin expansion resulted in earnings growth slightly ahead of our expectations. The result overall however was slightly below Bloomberg consensus estimates
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By Alex Lu
19 August 2021, 8:00 AM
Amcor's (ASX:AMC) FY21 result was broadly in line with expectations.
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By Alex Lu
19 August 2021, 7:00 AM
Coles Group's (ASX:COL) FY21 result was slightly above our expectations but in line with Bloomberg consensus forecasts.
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By Alex Lu
18 August 2021, 10:00 AM
Brambles Limited's (ASX:BXB) FY21 result was largely in line with expectations, although on a constant FX basis, earnings were slightly ahead of forecasts.
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