All posts by Belinda Moore
Senior Analyst
Sectors Covered: Agriculture, Food & Beverage, Travel and Chemicals
By Belinda Moore
31 January 2022, 1:30 PM
Corporate Travel Management (ASX:CTD) recently announced its second major acquisition during COVID with Helloworld’s (ASX:HLO) corporate travel business in ANZ for A$175m.
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By Belinda Moore
14 January 2022, 10:30 AM
Inghams (ASX:ING) has announced that since mid to late December, material staff shortages due to the Omicron variant have disrupted its operations and sales. Feed prices also remain elevated.
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By Belinda Moore
14 January 2022, 9:30 AM
Bega Cheese's (ASX:BGA) FY22 EBITDA guidance was 2-11% below consensus estimates reflecting on significant COVID costs and supply chain disruption and a highly competitive milk procurement environment.
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By Belinda Moore
01 December 2021, 8:30 AM
ABARES (Australian Bureau of Agricultural and Resource Economics) has upgraded both its 2021/22 winter and summer crop forecasts (FY22 earnings)
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By Belinda Moore
25 November 2021, 9:00 AM
Webjet's (ASX:WEB) 1H22 result continued to be severely impacted by COVID. Importantly, it is now generating positive operating cashflow and it has plenty of liquidity.
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By Belinda Moore
19 November 2021, 9:00 AM
Treasury Wine Estates (ASX:TWE) has announced the acquisition of Napa Valley luxury wine business, Frank Family Vineyards (FFV) for US$315m (A$432m), funded by debt and cash.
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By Belinda Moore
12 November 2021, 9:00 AM
GrainCorp's (ASX:GNC) FY21 result beat the top end of its EBITDA guidance range benefitting from a record east coast grain crop, strong demand for Australian grains, a record Processing result and its strategic initiatives.
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By Belinda Moore
23 October 2021, 10:00 AM
With key borders reopening around the world sooner than expected, Flight Centre Travel's (ASX:FLT) outlook is positive. Despite this, its outlook comments remained unchanged.
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By Belinda Moore
18 October 2021, 10:00 AM
Unsurprisingly, COVID has continued to impact some of Treasury Wine Estates' (ASX:TWE) key channels, particularly the higher margin ones. However, with key markets starting to reopen, we expect sales to improve from here.
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By Belinda Moore
15 October 2021, 10:00 AM
Elders (ASX:ELD) will report its FY21 result on 15 November and we expect it will beat consensus. Our new EBIT forecast for 29% growth is underpinned by a larger summer crop, another bumper winter crop, high livestock prices, a buoyant real estate market, full 12 months of the AIRR acquisition and synergy benefits and new bolt-on acquisitions.
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