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 [...]
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their half-year 2023. For DRR, there is minimal scope for surprises on results day as revenue and production data were pre-released, and [...]
QBE Insurance (QBE) The global insurer released its full-year 2022 profit results, which were the best and cleanest results the company has presented over the past decade. Key Points: Profits Up strongly: Insurance profit up +5.2% to US$847 million, driven [...]
Charter Hall Retail (CQR): this morning, the supermarket landlord reported their first-half results for 2023, which were better than expected and head of rival RGN. Though generally, there should be minimal excitement on results day for this very boring and [...]
Sonic Healthcare (SHL). This morning global pathology company SHL reported their first half of 2023 profit results, which were much stronger than usual pessimistic sell-side expectations. These were an eagerly awaited set of results and the first to show a [...]
CSL (CSL): eported their first half 2023 profit results, which confirmed a range of our investment theses for owning the company and were very good. This result was the first to include the impact of Vifor, the third largest acquisition [...]
Arena REIT (ARF): The listed childcare and medical centre owner reported their first half 2023 results which nice and consistent. One of the key reasons we like ARF is the predictability of company earnings with 100% occupancy, government support and [...]
Suncorp (SUN): reported its financial results for the first half of 2023, which were the best set of numbers that we have seen for SUN over the past 20 years. Key Points: Profits UP: SUN reported a net profit of [...]
Amcor (AMC) This morning, packaging company Amcor (AMC) announced their results for first half 2023, which were in-line with upgraded guidance given in early November, another consistent result from this very consistent company founded in Melbourne during the 1860s. Key [...]
Dexus Industrial (DXI): industrial Real Estate Investment Trust reported their first half 2023 results which were more active than usual, with management shuffling the deck and trading assets. Key Points: Profits UP: Free Funds from operations up +9% to $27million, and [...]
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