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Start your week with our expert’s wrap up of Australian companies reporting season.

Start your week with our expert’s wrap up of Australian companies reporting season.
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Location:

Australia

Description:

Start your week with our expert’s wrap up of Australian companies reporting season.

Language:

English


Episodes

Banking Special

11/11/2019
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Net interest margin stress, rising compliance costs and increased competition are putting a squeeze on banks’ profitability. In this Reporting Season Bank Special, our Head of Australian Equities, Brad Potter, shares his long-term view on the banks.

Duration:00:05:32

Week four — The great divide

9/1/2019
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The final week of reporting season presented a few surprises despite the low number of companies reporting. With the value dispersion between high and low PE stocks still as wide as ever, what will it take the narrow the gap?

Duration:00:05:14

Week three — Beats beat misses

8/25/2019
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Brad Potter, Head of Australian Equities at Nikko AM says 70% of the index has now reported with some big names taking a hit. Despite outlook statements remaining conservative and EPS downgrades not uncommon, a number of stocks managed to buck the trend.

Duration:00:04:37

Week two — Recessionary retail?

8/18/2019
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Brad Potter, Head of Australian Equities, says despite retail conditions being described as ‘recessionary’ in the NAB Survey, a number of discretionary retailers massively outperformed post their result. Which 3 stocks did he believe were the standouts?

Duration:00:04:38

Week one — High performing underperformers

8/11/2019
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Brad Potter, Head of Australian Equities, reveals why confession season's underperforming stocks could become the high performers.

Duration:00:04:50