Beach Energy: Valuation upside looking more attractive By Max Vickerson 19 February 2020, 11:00 AM The ongoing impact from the coronavirus has given the market a buying opportunity for BPT. Read more...
Reporting Season Road Map: 18 February 2020 By Andrew Tang 18 February 2020, 10:57 AM One stock we're happy to buy today – QBE Insurance Group (QBE) Read more...
Baby Bunting Group: Still our all-rounder pick By Josephine (Jo) Little 17 February 2020, 1:40 PM BBN reported a slightly weaker than expected 1H20 result, with a higher than expected GM (+230bp yoy) offset by lower sales (1% LFLs) and opex investment. Read more...
Podcast: Why is US employment so strong? By Michael Knox 17 February 2020, 9:50 AM Individual tax cuts and rising real wages means more Americans are seeking work. Read more...
AGL Energy: Sheltering from the headwinds By Max Vickerson 14 February 2020, 1:25 PM The first half result surprised to the upside but a weaker second half is implied by AGL’s updated guidance ($820m-$860m underlying net profit). Read more...
Telstra Corporation: Good result, outlook overruled by the judge By Nick Harris 14 February 2020, 11:40 AM TLS reported an inline result, held DPS at 8cps and reiterated guidance. Read more...
Reporting Season Road Map: 13 February 2020 By Andrew Tang 13 February 2020, 5:26 PM Four stocks we're happy to buy today – Amcor PLC (AMC), Bapcor Limited (BAP), Megaport Limited (MP1) and Idp Education (IEL) Read more...
Technical Analysis: 13 February 2020 By Violeta Todorova 13 February 2020, 3:41 PM Orora (ORA), Oil Search (OSH), Novonix (NVX) and REA Group (REA) Read more...
Aurizon Holdings: Capital management vs low growth outlook By Nathan Lead 12 February 2020, 1:20 PM Although Aurizon (ASX:AZJ) faces a low growth outlook, we think investors will be attracted its dividend yield, significant share buyback initiative, and valuation support. We maintain our ADD. Read more...
Suncorp Group: Improvement will take time By Richard Coles 12 February 2020, 10:45 AM We believe the Suncorp Group (ASX:SUN) management team's strategy of reducing earnings volatility and improving core business performance is the correct one. However, headwinds remain and the timeline to a meaningful uplift in business trajectory is difficult to call, in our view. Read more...