Tag Archives | reporting season

Bank reporting season scorecard

Bank reporting season scorecard for FY18

This exclusive annual scorecard checks bank results in a difficult year, and looks ahead at the hurdles and opportunities for the sector that many Australians rely on for their income.

Profit downgrade? Blame it on the rain

Profit downgrade? Blame it on the rain

Exogenous factors like macro changes and weather can affect a company’s short-term profits. Management often blames uncontrollable factors for earnings downgrades but rarely owns up to a fortuitous tailwind.

Bank reporting season scorecard

Bank reporting season scorecard: May 2018

Our regular check on the ‘star’ performances from the Australian banks’ May 2018 reporting season in the face of low credit growth, increased regulatory scrutiny and the sales of insurance and wealth management divisions.

Australian banks

Australian banks: reporting season wrap

The Australian banks are on firm ground with strong capital ratios, few bad loan problems and sustainable dividends, but lower demand for credit, tighter margins and the bank levy give no room for complacency.

banks

Banks reporting season Scorecard 2017

A look at the ‘star’ performances from the Australian banks’ financial results for 2017 and how they have handled non-bank competition, government levies and business divestments.

LIC reporting season

LIC reporting season wrap for 2017

LICs have generally retained their dividends despite some softness in income received from underlying investments, and three prominent, longstanding LICs are worth a look at current prices.

value stocks reporting season

To zig or to zag?

At any point in the cycle, the portfolios of either the optimists or the pessimists perform better. Despite stretched valuations and rising rates, the optimists are winning at the moment.

reporting season

What goes on during reporting season?

Reporting season is hard work for equity analysts, especially when a company’s results differ from the expected. It’s also a time for a company to outline its strategy and gauge the reaction of its owners, the fund managers.

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