By Alex Lu
16 September 2021, 8:00 AM
Brambles' (ASX:BXB) 2021 Investor Day focused on transforming the business through a range of initiatives that management expects will support revenue growth, operating leverage and FCF generation from FY23 onwards.
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By Max Vickerson
10 September 2021, 8:00 AM
Novonix (ASX:NVX) has rallied strongly over the last month and has approached our previous bull case target.
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By Kurt Gelsomino
30 August 2021, 1:00 PM
While Jumbo Interactive's (ASX:JIN) FY21 result was in line with our forecasts and consensus, the stock was sold off heavily, which we attribute to some specific reasons below.
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By Alex Lu
30 August 2021, 11:00 AM
Wesfarmers (ASX:WES) FY21 result was slightly above our expectations but a bit below Bloomberg consensus at the underlying EBIT line.
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By Alex Lu
27 August 2021, 10:00 AM
Woolworths' (ASX:WOW) FY21 result overall was below our expectations. While not straightforward due to the recent Endeavour Group (EDV) demerger, we believe the result was broadly in line with Bloomberg consensus estimates.
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By Kurt Gelsomino
27 August 2021, 9:00 AM
MAAS Group (ASX:MGH) delivered a strong FY21 result, which was in line with our forecasts and at the upper end of guidance.
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By Alex Lu
27 August 2021, 7:00 AM
Endeavour Group's (ASX:EDV) FY21 result overall was above our expectations. Underlying NPAT however was slightly below Bloomberg consensus estimates.
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By Alex Lu
26 August 2021, 11:30 AM
Reece's (ASX:REH) FY21 result overall was above our expectations.
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By Kurt Gelsomino
26 August 2021, 10:30 AM
Wagners' (ASX:WGN) FY21 result highlighted its clear earnings recovery, with strong cash generation and continued de-leveraging key highlights.
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By Alex Lu
24 August 2021, 10:30 AM
Reliance Worldwide's (ASX:RWC) FY21 result was comfortably above our expectations.
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