MarketsEquity MarketsStock pickingPrint articleOpinionTime to shake up equities after a ‘head scratcher’ earnings seasonThe sharemarket is starting to shift its focus away from profit growth, which means what has worked for the last 12 months may not work for the next 12.Jun Bei LiuContributorUpdated Mar 2, 2025 – 10.09am, first published at 8.40amSaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginThere is a lot of alpha on offer during reporting season, particularly for those who move quickly.Usually, it sets the tone for relative performance trends in the months that follow. Strong results are rewarded, weak results are punished – and, more importantly, there tends to be legs to those trades.Loading...Jun Bei Liu is the founder and lead portfolio manager at Ten Cap. She formerly worked for Tribeca Investment Partners.SaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginLicense articleIntroducing your NewsfeedFollow the topics, people and companies that matter to you.Find out moreRead MoreStock pickingSharemarketOpinionSharesInvestingActive investingLatest In Equity marketsFetching latest articlesMost Viewed In MarketsThe Australian Financial Review Magazine2 top Melbourne creatives join forces for a new restaurantLuke SlatteryMeet the Australian at the helm of a cult New York ice-cream brandThe watches that do more than just tell the timeBOSS Financial ReviewThe CEO of this $7b company is doubling his workforce – by using AIPatrick DurkinThis executive tripled his salary in 5 years. Here is how he did itHow a banker, coal owner and pokies baron passed the ESG pub testLife & LeisureThis re-released best-selling handbag is now yours for $9450Eugenie KellyDishing the dirt on the world’s best beaujolaisThe must-book new restaurants to dine at this JulyRich ListToorak Rich Listers caught up in mansion fireHannah Wootton‘How very Sydney’: Justin Hemmes forced to unleash charm offensiveBillionaire Geminder mulls asset sales at struggling Pro-Pac business
