Reporting Season Review August 2020

By Andrew Tang

01 September 2020, 3:25 PM

With the lack of guidance going into Reporting Season August 2020, we saw a number of companies, particularly those cyclical companies beat FY20 guidance by some margin. This was commonly noted in the retail sector.


Reporting season scorecards and observations

By Tom Sartor

24 August 2020, 11:55 AM

August has been a story of cyclical and consumer-facing stocks in particular in terms of 1) surprising overly fearful expectations, and/or; 2) being well supported by the market even if they didn’t. Whether this can continue when fiscal support scales down will be a key question as we exit August.


Results Road Map: 21 August

By Andrew Tang

21 August 2020, 3:05 PM

We are happy to buy the following stocks: Coca-Cola Amatil, Santos, Beacon Lighting, Pro Medicus, InvoCare, Waypoint REIT, The Start Entertainment Group and Perpetual Limited

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