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 [...]
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 [...]
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