By Max Vickerson
09 February 2022, 12:00 PM
FY23 profit recovery but long-term baseload in doubt
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By Alex Lu
08 February 2022, 7:30 AM
Senior Analyst Alex Lu reveals his key stock picks in the Industrials Sector and provides analysis on Amcor, Orora, Woolworths, Coles, Wesfarmers, Endeavour Group, InvoCare and Reliance Worldwide.
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By Alex Lu
03 February 2022, 8:30 AM
Amcor's (ASX:AMC) 1H22 result was slightly below expectations, with underlying EBIT rising 4% to US$769m and underlying EPS increasing 8% to US35.8cps.
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By Kurt Gelsomino
28 January 2022, 12:00 PM
Overall, we view Jumbo Interactive's (ASX:JIN) acquisition of StarVale Group favourably and consistent with management’s strategy of expanding its presence in the UK (and North America).
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By Max Vickerson
24 January 2022, 8:00 AM
PTB Group (ASX:PTB) announced that its preliminary 1H22 exceeded its guidance by 12%.
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By Alex Lu
14 December 2021, 12:00 PM
Woolworths' (ASX:WOW) trading update overall was disappointing, with slightly better than expected Australian Food sales growth in 1H22 more than offset by significantly higher COVID costs, which had a negative impact on margins and earnings.
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By Kurt Gelsomino
06 December 2021, 11:00 AM
MAAS Group's (ASX:MGH) Investor Day highlighted the company’s strong medium-term outlook and capability across its broader management team.
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By Kurt Gelsomino
11 November 2021, 9:00 AM
We think Alliance Aviation Services' (ASX:AQZ) AGM update was better than potentially feared. While slightly delayed, its fleet expansion remains on track to deliver a strong FY23 result and comfort with FY22 consensus was reiterated.
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By Alex Lu
04 November 2021, 8:00 AM
Amcor's (ASX:AMC) 1Q22 result was slightly below our expectations at the EBIT line but above our forecast at the underlying EPS line.
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By Alex Lu
29 October 2021, 7:30 AM
Coles Group (ASX:COL) 1Q22 sales update overall was slightly better than we expected.
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