February
What we learnt: Coles is thumping Woolies. Does a price war loom?
It was a case of duopolies at war on Thursday, with Coles toppling Woolworths and Medibank Private revealing much better numbers than Ramsay Health Care.
What we learnt: ‘Not investible’: Woolies risks crisis of confidence
Big cost cuts at Woolworths couldn’t turn investor sentiment around, Flight Centre loses altitude and Westfield owner Scentre eyes a housing play.
An inconvenient truth delivers profit season’s biggest beating
Who said the ASX was full of boring industrial companies? Tuesday’s moves suggested anything but.
What we learnt: Behind the massive share price moves on manic Monday
Investors were brutal in their earnings assessments, leaving nowhere for the disappointers to hide.
What we learnt: Telstra’s mobile dominance is making investors say OMG
Telstra gets its balancing act right, Wesfarmers deregulates itself, Transurban goes for growth and Fortescue struggles to get its shiny project up and running.
What we learnt: NAB’s plunge could be the start of the bank correction
Investors have been trying to figure out what would cause surging banks to come back to earth. We may have just found the catalyst.
What we learnt: The ASX giants sweating on rate cuts
Dexus, Challenger and Judo Bank are hoping for a boost from rate cuts, while HMC Capital has plenty of balls in the air.
What we learnt: Investors just handed out the biggest beating of profit season
Bendigo Bank takes a beating after its asset binge, BlueScope frets about China’s health and Lendlease puts its house in order.
What we learnt: This is what’s behind the blue-chip battering
It was sell first, ask questions later on Thursday as some ASX big names were dumped. Why? It’s all about the outlook.
What we learnt: Donald who? AGL’s $1b battery bet and love for EVs get thumbs up
AGL still loves electric vehicles, Suncorp’s profit jump might be too big for its own good, and is CBA’s balance sheet beyond reproach?
What we learnt: The ASX giant that can’t excite investors
CSL consistency isn’t winning over investors, Ryan Stokes explains the new dump truck dance, and Macquarie’s return on equity puzzler.
What we learnt: Why market darlings JB Hi-Fi and Carsales got hammered
A couple of ASX darlings and a comeback story have grabbed our attention as earnings season ramps up. Profits are good but what does it mean for the RBA meeting?
August 2024
Perpetual ready to sprinkle riches; red flags at Cettire
Wesfarmers and Qantas headlined the final Thursday of earnings season, but it was Perpetual and Cettire’s results that caught our eye.
McLachlan just reset Tabcorp’s strategy. It’s smart, but painful
Tabcorp resets investors expectations yet again, Flight Centre’s Graham Turner provides his verdict on airfares, and APA braces for regulatory change.
How Guzman y Gomez plans to keep winning over kids – and investors
Guzman y Gomez keeps its real for the kids, BHP takes a swing on IR and Coles steps into the brave new world of AI.
Why NIB caught a post-COVID cold
The private health insurer feels the heat on margins, Bendigo & Adelaide Bank gets a grilling on costs and Dan Murphy’s owner Endeavour finds some wins from AI.
Why Stockland can’t make apartments stack up
Property giant Stockland says we need to get creative to spark construction, Medibank pushes back on private hospitals and car dealer Eagers waits on the wealth effect.
How Scentre came through the Bondi Junction tragedy
Amid a deluge of results, it was a story about something much more than money that moved us here at Chanticleer.
Dexus’ big move and the other result that caught our eye
Dexus gives itself more wriggle room, Reliance Worldwide gets investor hearts racing, and Vicinity Centres goes further upmarket.
Lendlease’s calm after the storm heads Monday’s results highlights
A few months is a long time for a CEO – just ask Lendlease, Suncorp or Ampol, businesses changing rapidly. Here is Chanticleer’s take on the day’s earnings calls.