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.

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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.

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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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