Following another impressive trading update from Premier Investments, brokers have been left to question the sustainability of ‘exceptional’ gross margin expansion
With earnings momentum coming out of covid, Ramsay Health Care looks set to rebound from the pandemic downturn in surgeries, but the Spire acquisition raises questions over its balance sheet and funding options
While freight costs/delays, lockdowns and consumer behaviour continue to shadow progress, brokers are looking beyond the short-term pain to a continuation of The Reject Shop’s turnaround story beyond 2022
Chinese tariffs have hit Treasury Wine Estates hard, but management is working even harder on a revised global strategy. Early optimism equally focuses on some kind of normalisation post covid
Australian producers are well placed to contribute to lithium supply needed to feed unprecedented demand for electric vehicles over the coming decade
After a briefing on its multitude of businesses, Wesfarmers’ priorities can be summed in terms of enhanced digital investment and product expansion, both vertically and through adjacent categories
A successful rollout of covid vaccines has turned share market dynamics on its head in 2021, offering new dangers and opportunities for astute investors
During May net earnings revisions were positive for the ninth straight month, propelling the ASX200 2.3% higher, with the bank sector leading the way
Worley has emphasised the longer-term energy transition in its investor briefing and believes it can win a substantial portion of this new work
Inghams Group’s strong expectant earnings recovery is wired to improving market conditions and a concerted attempt to improve operational efficiencies