Reporting Season Preview: Infrastructure

By Nathan Lead

05 August 2020, 10:00 AM

In this update, I highlight APA Group (APA), Ausnet Services (AST), Spark Infrastructure Group (SKI), Atkas Arteria (ALX), Aurizon Holdings (AZJ), Sydney Airport (SYD), Transurban (TCL), Bingo Industries (BIN), Cleanaway Waste Management (CWY), Qube Holdings (QUB), as well as the CPI, CGB10 and BILL90. 

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Ex-100 Reporting Season Playbook

By Josephine (Jo) Little

28 July 2020, 1:00 PM

The quality of performance this period will likely be distorted by COVID-19 impacts and new accounting standards (ie. AASB16). We identify 20 stocks that we believe will likely have positive share price reactions to their results, six that will have negative reactions, and the remainder neutral.

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Australia Strategy: Reporting Season Review

By Andrew Tang

06 March 2020, 12:00 AM

February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. We believe investors will be rewarded for holding their nerve through current uncertainty.

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