All posts by Alex Lu
Analyst
Sectors Covered: Industrials
By Alex Lu
24 August 2022, 8:00 AM
Endeavour Group's (ASX:EDV) FY22 result was slightly above our expectations but in line with Bloomberg consensus.
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By Alex Lu
23 August 2022, 8:00 AM
While Reliance Worldwide’s (ASX:RWC) FY22 result was above expectations, management pointed to several potential headwinds ahead with little visibility on the outlook.
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By Alex Lu
22 August 2022, 9:25 AM
PWH's FY22 result was comfortably ahead of expectations with revenue surpassing $100m for the first time.
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By Alex Lu
18 August 2022, 7:30 AM
Brambles' (ASX:BXB) FY22 result was above expectations and updated guidance given in April.
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By Alex Lu
16 August 2022, 7:30 AM
GWA Group’s (ASX:GWA) FY22 result was largely in line with expectations. Key positives being Australia sales +7% due to strong performance in R&R.
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By Alex Lu
03 June 2022, 10:00 AM
Wesfarmers's (ASX:WES) strategy day provided insights into the growth opportunities available for each business division and the strategy going forward.
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By Alex Lu
06 May 2022, 7:00 AM
Amcor's (ASX:AMC) 3Q22 result overall was marginally above our expectations.
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By Alex Lu
04 May 2022, 9:30 AM
Woolworths' (ASX:WOW) 3Q22 sales update was mixed with Australian Food sales growth slightly above expectations while NZ Food and BIG W were slightly below.
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By Alex Lu
02 May 2022, 9:00 AM
Reliance Worldwide's (ASX:RWC) 3Q22 trading update overall was weaker than we expected, with sales growth broadly in line but underlying EBITDA was impacted by higher costs despite the company’s efforts to mitigate through price rises.
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By Alex Lu
02 May 2022, 8:30 AM
Coles Group's (ASX:COL) 3Q22 sales update overall was slightly better than we expected, which was a good effort in our view given the major disruptions during the period.
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