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Showing 1 - 10 of 291 results for "Reporting season"

US and Aussie shares 'incredibly divergent': UniSuper

VINNY VUCAGO  |  TUESDAY, 2 JUN 2026
... rise in US shares was really relentless," The rally was underpinned by a stronger than expected US corporate reporting season, with first quarter earnings growth tracking at close to 29%, well above analysts' expectations. "You really only see that ...

ASIC flags disclosure flaws in first wave of mandatory climate reports

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
... lodged under Australia's new climate disclosure regime. In early observations released ahead of the 30 June 2026 reporting season, ASIC said the overall standard of climate related reporting has improved significantly compared to previous voluntary disclosures ...

Exposure to US hitting Aussie companies: UniSuper

ELIZA BAVIN  |  TUESDAY, 2 SEP 2025
... did feel like a really strong month all around." On estimates, Colosimo said they were a bit weaker during this reporting season. "I think all that strength was much more about market dynamics driving resources. The sector's been under quite a bit ...

Investors 'ignoring' volatility: Schroders

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... towards the Reserve Bank of Australia's (RBA) target, and growth remains resilient, however the upcoming August reporting season is anticipated to provide further insights into corporate performance and expectations for the year ahead. "Australia, like ...

REITs to finally see 'watershed' moment: Research

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... become a thing of the past, a new analyst note shows. Most REITs saw positive asset revaluations in the latest reporting season - some for the first time in 12 to 24 months. The office sector, however, remains the only detractor. "We found that on a ...

AI is not a bubble: ECP Asset Management

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
... going to change the way businesses are run, across basically every industry." Warton said the most recent US reporting season has only further reinforced that view, with many large companies increasing capex to meet demand. "The hyper-scale cloud providers ...

TenCap hedge fund eyes $3bn AUM

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... structural trend or whether it's cyclical or it's company earnings. We want to be early," she said. "In every reporting season we outperform. We generate between 70 to 80% of our returns whether it's intra-reporting season, full-year reporting ...

Depreciating Aussie dollar could prove opportunistic

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
Despite a turbulent reporting season ahead due to the depreciating Australian currency, Maple-Brown Abbott co-portfolio manager Matt Griffin has highlighted some of the sectors that stand to benefit. Over the last quarter the Australian dollar is down ...

Monash Investors merges with DMX AM

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... important period when we can assess the progress of our investments," Monash Investors said. "Going into the reporting season we are confident in the prospects for all out positions and are looking forward to them presenting their results. It is also ...

Value versus growth: Market expectations in 2024

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... infrastructure investments begins to show, albeit with long and variable lags. He added that the upcoming August reporting season is expected to be relatively benign, with no dramatic changes anticipated. If the economy continues to hold up well, next ...
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