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Metcash Beats, Readying For FY23 Challenges

Jun 28 2022

After Metcash delivered FY22 results ahead of expectations, brokers assess the impact from cost of living pressures and a turn in the housing cycle


GrainCorp Looks Long-Term to Deliver Growth

Jun 28 2022

While supportive macro conditions drive a strong near-term outlook for GrainCorp, the company is focused on longer-term growth initiatives


Brokers Ecouraged By TPG Telecom’s Strategy Update

Jun 27 2022

Brokers make minor adjustments to target prices for TPG Telecom following a strategy day that focused upon new targets and up-sell opportunities


Consumer Stress Up As Cost of Living Rises

Jun 24 2022

Index insights produced by the National Australia Bank have demonstrated an increase in consumer stress as the cost of living rises amid an inflationary environment


Queensland Coal Shock

Jun 23 2022

“Stunned, shocked, surprised,” was one broker’s response to the Queensland government’s significant coal royalty increase. What impact on coal miners?


Readying For Local Government At ReadyTech

Jun 23 2022

Taking a sizeable share of the local government software provision market, ReadyTech has announced the acquisition of IT Vision


Young Consumer Base Key to Universal Store

Jun 22 2022

A young demographic, less likely to be exposed to rising mortgage costs and the impacts of rate hikes, looks to be Universal Store’s saving grace as discretionary retail peers feel the pressure of inflation.


New Cars, Falling House Prices Dim GUD Outlook

Jun 21 2022

GUD Holdings’ downgrade to FY22 earnings guidance has caused analysts to cut forecasts, also pulling back valuations and price targets


Hub24: Short-Term Volatility Weighs

Jun 20 2022

Brokers lower price targets after Hub24’s fourth quarter net inflows were impacted by market volatility though generally remain upbeat on the longer-term outlook


Brokers Divided Over ResMed’s SaaS Acquisition

Jun 16 2022

Following ResMed’s purchase of Medifox Dan, brokers remain upbeat though some question the benefits of SaaS acquisitions to date



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