By Nick Harris
18 January 2022, 12:00 PM
Data#3 (ASX:DTL) have upgraded 1H22 PBT guidance from previously $15-18m to $18.1m. This shows an impressive 30% yoy organic growth from DTL.
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By Adrian Prendergast
18 January 2022, 10:00 AM
South32 (ASX:S32) remains a top sector preference, enjoying a support upcycle in metal prices.
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By Alex Lu
18 January 2022, 9:30 AM
Wesfarmers' (ASX:WES) trading update overall was better than we expected despite the group experiencing COVID-related challenges in some of its retail businesses.
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By Alexander Mees
17 January 2022, 10:30 AM
JB Hi-Fi (ASX:JBH) reports its 1H22 results on 14 February. If the ‘heightened customer demand’ reported at the AGM has continued through to the end of December 2021, the 1H22 result may be taken positively.
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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 Alexander Mees
10 January 2022, 12:00 PM
We have remodelled The Reject Shop (ASX:TRS) on the basis of the AASB 16 lease accounting standard. There are no material changes to our estimates on a pre-AASB 16 basis.
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By Alexander Mees
10 January 2022, 10:30 AM
We have remodelled Accent Group (ASX:AX1) following a change in analyst coverage.
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By Iain Wilkie
05 January 2022, 10:30 AM
We update our recommendation for Pro Medicus (ASX:PME) based on recent share price strength, which we view has run ahead of fair value in the short term.
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By Richard Coles
05 January 2022, 9:30 AM
We update our Insurance/Diversified Financials sector earnings on a mark-to-market and a broad review of our earnings assumptions.
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