By Alex Lu
20 October 2021, 7:30 AM
Brambles' (ASX:BXB) 1Q22 sales trading update was ahead of our expectations driven mainly by price increases to offset inflationary cost pressures.
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By Tom Sartor
20 October 2021, 7:00 AM
Whitehaven Coal's (ASX:WHC) 1Q production was broadly in-line with our expectations. Physical market feedback continues to suggest that upside risk to our base-case coal price forecasts will persist into 2022.
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By Fiona Buchanan
19 October 2021, 11:00 AM
HomeCo Daily Needs REIT (ASX:HDN) has announced a proposed merger with Aventus Group (ASX:AVN) to create a portfolio of Large Format Retail, convenience and health services assets across Australia.
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By Scott Murdoch
19 October 2021, 10:30 AM
HUB24 (ASX:HUB) announced the proposed acquisition of Class (ASX:CL1) for an implied ~A$385m, funded primarily via scrip.
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By Adrian Prendergast
19 October 2021, 10:00 AM
Senex Energy (ASX:SXY) has received an approach from a subsidiary of Korean steelmaking giant POSCO regarding a possible change of ownership transaction.
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By Alexander Mees
19 October 2021, 9:30 AM
Aristocrat Leisure's (ASX:ALL) proposed acquisition of UK-listed Playtech (PTEC-GB) for an enterprise value of A$5.0bn will give ALL immediate scale and capacity in the fast-growing online real money gaming (RMG) space.
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By Richard Coles
19 October 2021, 9:00 AM
Zip Co (ASX:Z1P) has released its 1Q22 trading update to the market. We saw 1Q22 group sequential revenue growth of 8% as a reasonable outcome and highlighting continued momentum.
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By Steven Sassine
19 October 2021, 8:30 AM
MoneyMe (ASX:MME) released its 1Q22 trading update, with record originations/revenue and the continued growth of the Autopay product the key highlights in our view.
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By Adrian Prendergast
19 October 2021, 8:00 AM
As expected the oil & gas sector is now enjoying a ‘catch up’ rally, as a delayed re-rating to rising oil and gas prices starts to kick in.
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By Nathan Lead
19 October 2021, 7:30 AM
We adjust our DCF valuation approach to concession-based assets, and also update our modelling for spot FX, traffic, and valuation roll-forward.
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