Improved Profitability Perks Up Inghams
Ingham’s Group continues to benefit from strategic initiatives put in place in recent years while the easing of the pandemic presents further upside.
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Warehousing Demand Powers Goodman Group
Global demand for industrial property is likely to support Goodman Group for the next few years, leading to robust earnings, but is there an issue with the valuation?
Read MoreEML Payments Lights Up Reloadable Cards
EML Payments is showing promise, with the benefits of diversification becoming obvious in the first half, writes Eva Brocklehurst.
Read MoreImproved Confidence Yet To Play For Altium
Risks implied in second half forecasts suggest Altium is not completely out of the woods, although longer-term growth appears solid.
Read MoreShort-Term Uncertainties Weigh On Mirvac
The timing of residential developments and re-leasing of office space are uncertainties confronting Mirvac Group. Is this why guidance was underwhelming?
Read MoreMore Babies Brightens Baby Bunting Outlook
Baby Bunting has navigated the issues of 2020 well and several factors are expected to underpin a robust outlook over the next few years.
Read MoreBlue Sky Ahead For Alliance Aviation
Alliance Aviation is thriving and contracted revenue is expected to grow over the next couple of years as an expanded fleet is deployed. Eva Brocklehurst tells us more.
Read MoreCharter Hall Long WALE Achieves Growth
Charter Hall Long WALE has shown its resilience in the current environment with quality assets and further valuation gains, according to Eva Brocklehurst.
Read MoreBWP Trust Juggling Weak Rents, Lease Expiries
BWP Trust is facing a difficult time as rental reviews signal declining returns while the tenure of a key tenant, Bunnings, is not necessarily rock solid, writes Eva Brocklehurst.
Read MoreREA Group Instils Confidence, Valuation Not So
There is increased confidence in the outlook for REA Group after the first half result although the valuation is unsettling, according to Eva Brocklehurst.
Read MoreAmcor Sets the Stage for Further M&A
Amcor achieved a strong result in the first half, ramping up its buyback program and setting the stage for further acquisitions.
Read MoreQuality Clientele To Underpin Fineos
As 2020 ended, opposing forces were in play for insurance software provider Fineos Corp, while a quality global customer base is ultimately expected to underpin growth.
Read MoreTemple & Webster Stacks Up In Furniture
Temple & Webster is leading the charge as online sales of homewares and furniture grow rapidly
Read MoreGrowth For ResMed Despite Challenges
Growth in masks and accessories has prevailed for ResMed despite pandemic-induced restrictions, although cycling the surge in ventilator sales from early 2020 will be a challenge.
Read MoreBlueScope On Top Of The Housing Boom
Sales from the mills of BlueScope Steel are going gangbusters, auguring well for the outlook over FY21. Are there any clouds on the horizon?
Read MoreSales Slowdown Hits a2 Milk Guidance
As was widely feared, a sharp slowdown in sales to China has materialised for a2 Milk, which has significantly downgraded guidance for FY21.
Read MoreAre All Retailers In The Festive Mood?
Retailers may be anticipating a Christmas bonus from more relaxed consumers as state borders re-open but will all benefit?
Read MoreShort Term Pain For Appen
The virus has impacted on AI company Appen’s typically strong fourth quarter but management remains upbeat about 2021, while brokers look to the longer term.
Read MoreHealthy Growth Rates Can Continue For Metcash
Metcash’s businesses are expected to continue to grow at healthy rates despite an easing of the boom delivered by pandemic restrictions
Read MoreQantas Checks In As Domestic Capacity Returns
The meandering course of the coronavirus pandemic continues to play havoc with the outlook for Qantas (QAN) yet the airline’s update has signalled a recovery is underway.
Read MoreCash Flow Still Features For Origin Energy
The prospects of capital returns from Origin Energy loom as cash levels rise and oil prices rebound. Nevertheless, the company faces challenges in its energy markets.
Read MoreEnthusiasm Wanes After Ampol Rally
Enthusiasm for Ampol has softened despite a positive update, as the market awaits a decision on the Lytton refinery amid a cloudy outlook for fuel margins
Read MoreAccent Runs Hard On New Store Targets
Accent Group is rolling out new stores with unrelenting enthusiasm while its new formats offer options for the longer term
Read MoreCity Chic Prepped For Acquisitions
City Chic Collective has embarked on a number of initiatives, expected to boost sales as Australasia emerges from the peak of the retail shutdowns
Read MoreALS To Benefit As Mineral Exploration Heats Up
ALS has invested in additional geochemistry capacity as the cycle for global mineral exploration ramps up again, providing an improved earnings outlook.
Read MoreFavourable Backdrop Prevails For AUB Group
Insurance broker AUB Group is enjoying a favourable environment for commercial insurance premium rates, recently issuing a modest upgrade to guidance.
Read MoreElders Primed For Strong Year Ahead
The summer ahead promises better crop returns for agribusiness Elders, which is integrating several acquisitions and expanding market share.
Read MoreSubdued Recovery For Ramsay Health Care
Ramsay Health Care does not expect a substantial increase in activity going forward, amid a subdued recovery in Australian surgical admissions. Europe is unlikely to contribute to earnings growth in FY21.
Read MoreChallenging Year Ahead For Incitec Pivot
As outages for maintenance in the year ahead create challenges for Incitec Pivot this should be countered by improved fertiliser prices and a recovery in demand for explosives.
Read MoreConfidence Increases Around Amcor
Packaging behemoth Amcor has under-promised and over-delivered while announcing a new buyback at its AGM. That’s how Credit Suisse assesses the update, as guidance for growth in earnings per share has increased to 7-12% for FY21 from a prior 5-10%.
Read MoreOdysseus Holds The Key To Western Areas
Western Areas has downgraded guidance amid lower grades as its Forrestania mines come to the end of their lives. Hence, the future lies with Odysseus.
Read MoreCan Super Sales Strength Last At Super Retail?
With consumer expenditure confined to local leisure and domestic pursuits, Super Retail was expected to do well in the first quarter. To what extent will this continue?
Read MoreBendigo & Adelaide Bank In A Holding Pattern
Lending growth, net interest margins and deferred loans were all better than expected for Bendigo and Adelaide Bank in the September quarter, boding well for the upcoming bank reporting period.
Read MoreCatalysts Aplenty Ahead For Evolution Mining
A soft September quarter was expected for Evolution Mining but two key assets are in transition and represent key upcoming catalysts for the gold producer.
Read MoreDefining Moment Ahead For Beach Energy?
Several events in the near future are shaping up as critical for Beach Energy, and may even be transformational.
Read MoreOrora Surprises With Growth In North America
Orora has strengthened its packagingbusiness in North America in the first quarter, with earnings growth that surprised to the upside, while Australasia remains flat.
Read MoreDelays, Missteps Jolt Confidence In Rio Tinto
Delays stemming from the pandemic amid ebbing demand conditions confront Rio Tinto, while there is also work to do to improve perceptions about its cultural sensitivity.
Read MoreBank Of Qld Outlook Hangs In The Balance
Everything needs to fall into place for Bank of Queensland to achieve an acceleration in credit growth in FY21, despite a strong balance sheet.
Read MoreNewcrest Advances Its Options
Newcrest Mining will move to expand Cadia and upgrade recoveries at Lihir, both of which should underpin long-term production for Australia’s bellwether gold stock.
Read MoreBudget Puts Downer EDI In The Front Seat
The infrastructure splurge in the latest federal budget augurs well for Downer EDI, Australia’s largest road construction and maintenance provider. Morgan Stanley upgrades to Overweight.
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