REA Group (ASX:REA) – Locking down the real estate market By Anthony Porto 08 September 2020, 3:21 PM Given a severely impeded spring selling season in Victoria, 1H'21 is likely to be significantly weaker than expected. We believe the majority of these deferred listings will be captured in 2H, hence FY21 impact will be more muted. Read more...
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. Read more...
Results Road Map: 31 August 2020 By Andrew Tang 31 August 2020, 10:00 AM Happy to buy these stocks today: NextDC, Costa Group, Motorcycle Holdings, Shine Justice Read more...
Results Road Map: Thursday, 27 August By Andrew Tang 27 August 2020, 12:44 PM We are happy to buy the following stocks: Jumbo Interactive, Eagers Automotive, MoneyMe, Accent Group, Acrow Formwork and Cardno. Read more...
Results Road Map: Wednesday, 26 August By Andrew Tang 26 August 2020, 5:44 PM We are happy to buy the following stocks: TPG Telecom, HUB24, Nanosonics, Wagners Holdings Company, and People Infrastructure. Read more...
Results Road Map: Tuesday, 25 August By Andrew Tang 25 August 2020, 5:07 PM We are happy to buy the following stocks: Super Retail Group, Aventus Group, Senex Energy, Superloop, Monash IVF, PTB Group, Isentia Group, SomnoMed and Kelly Partners. Read more...
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. Read more...
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 Read more...
Domino's Pizza: Set up to deliver By Josephine (Jo) Little 20 August 2020, 5:11 PM A solid result in challenging conditions. We maintain a HOLD with a revised price target. Read more...
CSL: Donors need not a flip of a switch By Derek Jellinek 20 August 2020, 4:00 PM We adjust FY21-22 estimates and roll forward our valuation multiples, with our price target increasing. Read more...