Amcor (AMC): Yesterday morning, the global packaging company gave a quarterly update, which came in below market expectations. We usually don't comment on 3-month report releases as they are too volatile and can give a misleading picture, both positive and negative, [...]
Ampol (ALD): This morning (27/04/2023) ALD gave a quarterly trading update, which confirmed why we own the stock. Our Atlas Guided Portfolios hold various weightings to ALD, though constantly remains as one of the largest overweights. Key Points: Second strongest quarter [...]
Mineral Resources (MIN): This morning (26/05/2023), the diversified miner and mining services company gave a quarterly production update, which was below expectations. We usually don’t comment on 3-month production releases as they are too volatile and can give a misleading [...]
The February 2023 company reporting period concluded last week, revealing the financial accounts for the six months ending 31st December 2022. Overall, this was a very mixed reporting season with a greater degree of dispersion than we have seen over [...]
Woodside (WPL) released their full-year 2022 results this morning. These financial results were outstanding and ahead of expectations, reflecting the recovery in the oil price, excellent operational performance, new assets, and strong demand for LNG in North Asia. Key Points: [...]
Mineral Resources (MIN): This morning, diversified miner and mining services company reported their first half of 2023 results which were in line with expectations, though it took the market some time to digest the numbers. Key Points: Record Profits: Record [...]
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their full year 2022 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, and the result showed the resilience of ALX's [...]
The Lotteries Corp (TLC) released their maiden first-half result, the first since the separation from wagering. The result was ahead of our expectations quite high expectations for this very high-quality business. Key Points: Profit Surprisingly strong: First half profit +17% [...]
Medibank Private (MPL): This morning, Australia's largest health insurer reported their first half of 2023 results, a set of financial accounts that investors were nervous about due to the cyber hack in late 2022 that saw the share price fall [...]
Ampol (ALD): This morning, ALD released their full-year 2022 financial results, which confirmed why we own the stock. Key Points: Record Profits: Full-year net profit of $763 million, up +129% in 2021, with ALD not only cycling some weaker comps [...]
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