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Archives: Standard and Premium Reports

BHP Group

BHP Group (ASX: BHP) posted its worst half-year profit in eight years as the company slashed the value of its struggling Australian nickel and Brazilian iron ore assets. BHP impaired the carrying value of the Nickel West operations and West Musgrave project (Western Australia Nickel, by US$2.5 billion), and increased the provision for the Samarco […]

Treasury Wine Estates

Treasury Wine Estates (ASX: TWE) released underwhelming 1H24 results, but the market was expecting worse. Revenue increased just 0.4% to $1,313.4 million. EBITS fell 5.8% to $289.8 million. EBITS margin fell 140bp to 22.6%. NPAT fell 5.9% to $182.3 million and EPS fell 7.5% to 24.6 cents. Net Sales Revenue (NSR) was unchanged at $1.3 […]

GUD Holdings

GUD Holdings (ASX: GUD) released its 1H24 results. Revenue increased a 8.6% to $492.6 million. Underlying EBITDA was up 11.6% to $98 million. Underlying EBITDA margin increased 50bp to19.9%. Gross profit margin increased 350bp to 44.8%. APG was the standout performer and delivered strong growth, buoyed by excess demand and improving supply chain deliveries. The […]

Evolution Mining

Evolution Mining (ASX: EVN) owns and operates several gold and copper mines in Australia and Canada. They hold large resources and long-life mines. FY24 guidance is for gold production of 789koz and 62.5kt copper at a group AISC (All In Sustaining Costs) of $1340/oz. The group has a strong acquisition track record except for Red […]

Deterra Royalties

Following a volatile period where iron ore prices fell to US$100 a tonne in early 2023, iron ore has since rebounded to over US$130 a tonne. As such, Deterra Royalties (ASX: DRR) announced solid 1H24 results with growth in revenues, profits, and, ultimately, dividends. Since the company pays out 100% of its profits as dividends, […]

Altium

Altium (ASX: ALU) received a stellar takeover offer from one of its partners, a Japanese giant, Renesas Electronics Corporation (TSE: 6723). Renesas is a supplier of advanced semiconductor solutions, and they have entered into a scheme implementation agreement for Renesas to acquire 100% of the issued shares in Altium. Under the proposal, Altium shareholders will […]

Seven Group Holdings

Seven Group Holdings (ASX: SVW) has been consistently beating consensus forecasts and upgrading its outlook and guidance for the past 18 months. Old-school conglomerates fell out of favour in the past decade. They had been laid low by their poor performance, which led to the idea that focused enterprises were better at creating shareholder value […]

Commonwealth Bank of Australia

Commonwealth Bank of Australia (ASX: CBA) has released results for the first half of FY24. A slight deterioration in results was evident, in line with tightening credit conditions. Overall, though, CBA continues to weather the perfect banking storm quite well and stands out as the leader of the pack. Headline operating income increased 0.2% to […]

CSL

CSL (ASX: CSL) have delivered another solid result, with first half FY24 delivering a 12% increase in revenue to US $8,053 million and a 17% boost to NPAT to US $1,901 million. Gross margins were stable at 55.8% or 56.5% on a constant currency basis. NPATA increased 11% to US $2,017 million. The increase was […]

ANZ Group Holdings

ANZ Group Holdings (ASX: ANZ) provided a quarterly (1Q24) update to the market this week. While they’ve held back on specific metrics such as revenue, margins and profit, we can still take some hints from the announcement. Our previous coverage of ANZ can be found here. First-quarter revenue was broadly in line with the quarterly […]

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