By Alexander Mees
22 February 2022, 8:30 AM
Adjusting for the timing of Boxing Day, Super Retail Group’s (ASX:SUL) 1H22 EBIT was 3% above our forecast. Sales were considerably better than expected, with BCF, Supercheap Auto and rebel all delivering double-digit LFLs on a two-year stack.
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By Alexander Mees
22 February 2022, 8:00 AM
Adairs (ASX:ADH) reported 1H22 earnings in line with last month’s pre-announcement. Underlying sales were positive, supported by online. Earnings were impacted by COVID-19 disruption to logistics.
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By Andrew Tang
22 February 2022, 6:00 AM
Today, Tuesday the 22nd of February, we are happy to buy Reliance Worldwide (ASX:RWC), Super Retail (ASX:SUL), Tyro Payments (ASX:TYR), Cooper Energy Ltd (ASX:COE), Helloworld Travl Ltd (ASX:HLO), Hotel Property (ASX:HPI) and Adairs Limited (ASX:ADH).
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By Tom Sartor
21 February 2022, 4:00 PM
The slightly larger dividend was a modest surprise among strong CY21 financials for OZ Minerals (ASX:OZL).
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By Richard Coles
21 February 2022, 3:30 PM
QBE Insurance Group’s (ASX:QBE) FY21 NPAT of US$750m was versus a loss of US$1.5bn in the pcp, but was ~10% below Bloomberg consensus (US$858m).
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By Belinda Moore
21 February 2022, 3:15 PM
Inghams (ASX:ING) reported a solid 1H22 result considering the disruption from COVID lockdowns which impacted some of its higher margin channels.
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By Alex Lu
21 February 2022, 3:00 PM
PWR Holdings Limited's (ASX:PWH) 1H22 result was well ahead of our expectations.
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By Scott Murdoch
21 February 2022, 2:30 PM
Magellan Financial Group's (ASX:MFG) 1H22 result was in-line with expectations: management fees +14% on pcp; Funds Management PBT +13%.
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21 February 2022, 9:30 AM
We continue to see PPE's positive earnings outlook, capacity for accretive M&A and growing Technology vertical as supportive of a re-rating. Add maintained.
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By Andrew Tang
21 February 2022, 9:00 AM
Morgans' Equity Strategist, Andrew Tang breaks down the results so far this reporting season; the beats, the misses, and some upcoming results.
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