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The best and worst results this reporting season

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Contenido proporcionado por Livewire Markets. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Livewire Markets o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Just like the leaders and losers of the ASX 200 in 2024, the August reporting season has been a tale of two halves.

According to FNArena's corporate results monitor, 36% of companies have missed analyst expectations this results season, while 30.4% have delivered beats. 33.7% of companies delivered results that were in line with analyst expectations. Unsurprisingly, there have been more downgrades than upgrades over the past month.

So, to help you digest the good, bad and (let's face it, mostly) ugly of the FY24 earnings season, Centennial Asset Management's Matthew Kidman was joined by Medallion Financial's Michael Wayne and First Sentier Investors' David Wilson.

They analysed some of the recurring themes that emerged over the last month, revealed whether they have made any portfolio changes in light of these, and named some of the companies that really impressed with their results.

Plus, they share the company that they think had the worst result this August.

Note: This episode was recorded on Tuesday 27 August 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/the-best-and-worst-results-this-reporting-season/

  continue reading

372 episodios

Artwork
iconCompartir
 
Manage episode 437523642 series 2656707
Contenido proporcionado por Livewire Markets. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Livewire Markets o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Just like the leaders and losers of the ASX 200 in 2024, the August reporting season has been a tale of two halves.

According to FNArena's corporate results monitor, 36% of companies have missed analyst expectations this results season, while 30.4% have delivered beats. 33.7% of companies delivered results that were in line with analyst expectations. Unsurprisingly, there have been more downgrades than upgrades over the past month.

So, to help you digest the good, bad and (let's face it, mostly) ugly of the FY24 earnings season, Centennial Asset Management's Matthew Kidman was joined by Medallion Financial's Michael Wayne and First Sentier Investors' David Wilson.

They analysed some of the recurring themes that emerged over the last month, revealed whether they have made any portfolio changes in light of these, and named some of the companies that really impressed with their results.

Plus, they share the company that they think had the worst result this August.

Note: This episode was recorded on Tuesday 27 August 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/the-best-and-worst-results-this-reporting-season/

  continue reading

372 episodios

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