Coronado Beset By Poor Prices, Higher Costs
The outlook for Coronado Global Resources has been stymied by a weak March quarter featuring poor price realisation and higher costs.
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Bapcor Steering Earnings Growth Beyond FY21
Bapcor is in the front seat, amid confidence in the company’s ability to drive earnings growth beyond the stimulus that underpinned FY21.
Read MoreEagers Automotive Enjoys Luxury Conditions
Eagers Automotive is experiencing a rare combination in the automotive sales industry – tight supply and strong demand. Will it last?
Read MoreBetter Lithium Prices Enhance Orocobre
A strengthening lithium price has substantially improved the outlook for Orocobre as it expands its production profile over 2022.
Read MoreGalaxy Resources Spices Up Sal De Vida
Amid burgeoning lithium prices Galaxy Resources has outlined a development plan for Sal de Vida that exceeds expectations on most metrics. What could possibly go wrong?
Read MoreIs Zip Co Primed To Zap Lower?
Growth is stellar for payments operator Zip Co, particularly in the US, but is it being primed for a fall?
Read MoreEML Payments Targets The Open Banking Pillar
In a further move to diversify its earnings streams, EML Payments is expanding into open banking.
Read MoreSantos Goes Ahead With Barossa
Santos has given a green light to the Barossa gas/LNG project, underpinning confidence in the outlook.
Read MoreAGL’s Plans For Separation
AGL Energy has decided on a parting of ways and will separate its business into two. As always, the devil will be in the detail.
Read MoreSunny Outlook For Select Harvests
Despite the NSW floods almond harvest volumes at Select Harvests are unchanged, although softer prices have driven a reduction in earnings forecasts.
Read MoreSpotlight Falls On Financial Platform Earnings
ANZ Bank is probably looking for a significant reduction in the rate paid to financial platform providers, which is likely to have a significant impact on earnings
Read MorePremier Investments Reaps Margin Bonanza
Rental reductions and government subsidies underpinned strong first half earnings for specialty retailer Premier Investments. Yet, how will growth stack up in the second half, or FY22?
Read MoreComputershare Hikes Long-Term Potential
Computershare will break into the US corporate trust industry with a substantial acquisition promising long-term earnings potential.
Read MoreMore Gas For Beach Energy?
Beach Energy has found gas in its Artisan exploration well although other fields supplying Victoria’s Otway plant are considered more promising.
Read MoreHow Can AGL Energy Broaden Its Appeal?
An oversupply of electricity looms, putting pressure on wholesale power prices. Could separating Loy Yang A be the panacea for AGL Energy?
Read MoreWill Commonwealth Bank Stir Up BNPL?
Can Commonwealth Bank’s entry to the BNPL industry with its own virtual card upset the current operators? Will this create churn?
Read MoreQantas On Recovery Route, Profits A Bit Longer
A vaccine, re-opening of domestic borders and a tourism support package are stimulating renewed interest in Qantas. How will this play out for a return to profit?
Read MoreLift In Exploration Augurs Well For ALS
As the outlook for minerals exploration improves and concerns over the economic impact of the pandemic ease, the laboratory services of ALS Ltd will be in demand.
Read MoreEclipx On Route To Stellar Earnings
Despite the constraints created by a shortage of new cars, robust used car prices have ensured Eclipx can deliver substantial earnings growth.
Read MoreBumper Outlook For Elders
Improved farm income from bumper crops is good news for Elders, while livestock & wool conditions should also contribute to earnings growth.
Read MoreRadio Recovery Lights Up Southern Cross Media
A glimmer of light is emerging for Southern Cross Media as radio markets start to recover and a return to dividends is now on the horizon.
Read MoreSeasons Greet Nufarm Warmly
The seasons have changed for Nufarm, for the better, generating a welcome return to a profitable outlook.
Read MoreWill Harvey Norman’s Purple Patch Prevail?
As demand for home-based goods continues apace Harvey Norman is in a purple patch. How long will such buoyant times prevail?
Read MoreIs Afterpay Overvalued?
Afterpay’s rapid global expansion has taken the market by storm but not all are convinced of its value.
Read MoreImproved 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.
Read MoreWarehousing 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.
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