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Company Reporting Dates, What is the best schedule for company reporting?
blacksheep
post Posted: Aug 12 2018, 11:37 AM
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In Reply To: blacksheep's post @ Aug 8 2018, 12:30 PM

QUOTE
Reporting season
The ASX reporting season cranks up another gear this week. More than 40 of the top 200 companies release results.

The key announcements include index heavyweights Telstra (Thursday), Wesfarmers (Wednesday) and CSL (Wednesday).

Last week was fairly solid with earnings on track for an almost 10 per cent growth, albeit propped up by the continued rebound in the resources sector.

Elsewhere on the corporate calendar the bank royal commission's hearings on the superannuation industry enters its second week.

Can it get worse for the banks and wealth managers? It remains the most compelling show in business.

Overseas, China's big data dump (Tuesday) is likely to point to weakness in the domestic economy, while US housing figures (Thursday) will be closely watched for brewing softness in the sector.

Monday
Bendigo & Adelaide Bank - FY profit & dividends likely edge up. Margins under pressure
BlueScope Steel - FY profit up 20pc to around $800 on stronger prices
JB HiFi - FY earnings should be in line with $230m guidance. Good Guys improving
Challenger - Likely to be slightly subdued, FY profit around $390m

Tuesday
Cochlear - Another solid year, guidance for $240-$250m profit. Forward sales & market share guidance important
Dominos Pizza - Earnings up around 20pc to $140m
Whitehaven Coal - Higher prices in the second half likely to see FY profit up 30pc to $580m
Computershare -Cost cutting & a busy corporate year likely to see FY profit up around 50pc to $340m
CSL - Has given guidance for a FY profit of $US1.7bn, up around 30pc

Wednesday
IAG - FY profit likely to edge above $1bn. Cost cutting an improving prices may boost outlook
Seek - Already issue a profit warning & written down value of offshore businesses
Wesfarmers - Profit likely to be softer, around $2.5bn. Update on Coles spin off
Iluka - First half profit likely to jump to $120m from $30m last year
Woodside - First half profit supported by higher oil prices, +50pc to $750m
ASX - FY profit up around 7pc to $460m
Origin - LNG exports and higher electricity margins likely to see FY profit double to $1bn
Seven West Media - Tough advertising market likely to see FY profit slide around 15pc to $140m

Thursday
Sonic Healthcare - FY profit around 10pc to $490m
Telstra - Tough year for the telco. Profit down 10pc to $3.5bn. Forward guidance & news on dividends important
Treasury Wine Estates - Another solid year, profit +20pc to $370m. Guidance focus on US & China
QBE - First half profit of around $360m rebounding strongly from the big loss in H2 2017

Friday
Primary Healthcare - Flat FY profit around $90m


http://www.abc.net.au/news/2018-08-12/wage...ection=business



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 8 2018, 12:30 PM
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In Reply To: blacksheep's post @ Aug 6 2018, 04:15 PM

Reporting season commentary from Livewire
QUOTE
With this in mind, we recently reached out to five Livewire contributors to find out which stocks' expectations are out of synch with reality.

https://www.livewiremarkets.com/wires/where...-s-got-it-wrong



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 6 2018, 04:15 PM
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Posts: 5,115
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In Reply To: blacksheep's post @ Aug 3 2018, 11:51 AM

The Key Charts You Need for Australia's Earnings Season
By Tim Smith
August 6, 2018, 7:00 AM GMT+10
https://www.bloomberg.com/news/articles/201...earnings-season



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 3 2018, 11:51 AM
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Posts: 5,115
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In Reply To: blacksheep's post @ Aug 3 2018, 11:00 AM

Bell Potters August 2018 Reporting Season Calendar
https://www.bellpotteronline.com.au/smarter...g_2018_date.pdf





--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: nipper  
 
blacksheep
post Posted: Aug 3 2018, 11:00 AM
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Key themes for reporting season
QUOTE
To find out what investors should be watching closely this August, we reached out to five Livewire contributors to get their take on the key themes. Responses come from Chris Tan and Mark Christensen, Pegana; Alex Shevelev, Forager Funds; David Allingham, Eley Griffiths Group; John Ayoub, Wilson Asset Management and Stephen Evans, OC Funds.


extract
QUOTE
While quality industrial names typically perform well around their results we believe a small handful of over-owned, high growth, momentum names are vulnerable heading into results. As crowded trades, these stocks can see share price plunges when reality catches up with the hype. They are commonly referred to as "torpedo stocks" as they can take a portfolio down fast when the market is forced to reassess the company's "blue sky" potential and refocus on the fundamentals.

We think this reporting season will be about avoiding torpedos. WTC, CGC, ALU, APX, IEL, APT, NXT are all examples of good business but where valuations are looking stretched in the short-term.

https://www.livewiremarkets.com/wires/key-t...eporting-season



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 15 2018, 01:23 PM
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In Reply To: blacksheep's post @ Sep 2 2017, 01:56 PM

Although we're already halfway through the reporting season, here's a complete list, courtesy Bell Potter. FWIW, they also list their recommendations
REPORTING SEASON CALENDAR FEBRUARY 2018.

https://bellpotter.com.au/downloads/REPORTI...UARY%202018.pdf



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: early birds  
 


blacksheep
post Posted: Sep 2 2017, 01:56 PM
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In Reply To: blacksheep's post @ Aug 27 2017, 03:18 PM

Billions in profits and losses, what did we really learn from earnings season?
Clancy Yeates Darren Gray Patrick Hatch Carolyn Cummins Lucy Battersby
QUOTE
For the past month listed companies and their investors have been enthralled by the August earnings season.
The were some big winners, and big losers, surprises and puzzlers.
Here the BusinessDay reporting team take at some of the biggest sectors on the index to show who hit and who missed across banks, retail, mining, media and telcos, real estate, insurers and agribusiness .

http://www.theage.com.au/business/markets/...831-gy87rb.html
Attached File  Changing_tune.jpg ( 77.56K ) Number of downloads: 7


Attached File  dividends_falling.jpg ( 25.09K ) Number of downloads: 8




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 27 2017, 03:18 PM
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Posts: 5,115
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In Reply To: blacksheep's post @ Jul 30 2017, 08:56 PM

Results season wraps up

QUOTE
The August results season has been a largely underwhelming affair with profits being tabled so far showing there is a noticeable gap between Australia's listed companies and the broader business surveys conducted by the likes of NAB.

While more than half the "large-cap" companies have performed in line with expectations this season, roughly twice as many disappointed as exceeded expectations.

As well, on UBS figures while more than a third of companies have experienced an earnings downgrade of 3 per cent or more, only 10 per cent have seen an upgrade of 3 per cent or more.

Large-cap company profit outcome vs. market expectations

Results season Exceeded Missed In-line
August 2017 15pc 27pc 58pc
February 2017 25pc 18pc 57pc
Source: UBS

A rebound in the resources companies has masked weakness in other sectors, particularly telecommunications and insurance.

"While overall market [earnings] growth looks impressive at 17 per cent, the tailwind from commodities will be much less in 2018," UBS equity strategist David Cassidy said.

"The Australian listed corporate sector is doing 'OK' but the market still faces the relative headwind of a less dynamic earnings backdrop than currently playing out regionally and globally."

UBS's biggest large cap positive surprises from results season include:

Bendigo & Adelaide Bank
Flight Centre
Fortescue Metals Group
JB Hi-Fi
Origin Energy
Sydney Airport
And biggest negative surprises:

Bluescope Steel
Crown Limited
Domino's Pizza
Healthscope
IAG
QBE
Suncorp
Telstra
With around 90 per cent of large cap results tabled, only a few companies of note are left to report before the August 31 deadline.

Lend Lease (Monday), Caltex (Tuesday) and Ramsay Healthcare (Wednesday) are the biggest names.

However the most interesting stuff may be in results snuck out after close of business on Thursday and even more dubiously, late on Friday evening.

http://www.abc.net.au/news/2017-08-27/this...ection=business




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 30 2017, 08:56 PM
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Posts: 5,115
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August 2017 ASX reporting season

Skaffold’s reporting season calendar lists the most popular ASX companies reporting dates so you can keep track of results as they’re released to the stock exchange.

More than 60 per cent of stocks listed on the ASX will report their full year results in August and September 2017

http://www.skaffold.com/reporting-season-c...dar-august-2017




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: early birds  alonso  
 
nipper
post Posted: Feb 20 2017, 07:37 AM
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Monday, 20 February 17
BXB - BRAMBLES
BPT - BEACH ENERGY
CQR - CHARTER HALL RETAIL
GWA - GWA GROUP
GEM - G8 EDUCATION
WOR - WORLEYPARSONS
AVJ - AV JENNINGS

Tuesday, 21 February 17
ACX - ACONEX
BHP - BHP BILLITON LTD
CTX - CALTEX AUSTRALIA
FXL - FLEXIGROUP
GOZ - GROWTHPOINT PROPERTIES
MND - MONADELPHOUS GROUP
NSR - NATIONAL STORAGE REIT
IGO - INDEPENDENCE GROUP
SCG - SCENTRE GROUP
SFR - SANDFIRE RESOURCES
SEK - SEEK
SBM - ST BARBARA
VRT - VIRTUS HEALTH
PLG - PROPERTYLINK
SXY - SENEX ENERGY
GXL -GREENCROSS

Wednesday, 22 February 17

APN - APN NEWS & MEDIA
BSL - BLUESCOPE STEEL
BKL - BLACKMORES
CCL - COCA-COLA AMATIL
FXJ - FAIRFAX MEDIA
FBU -FLETCHER BUILDING
IFN - INFIGEN ENERGY
IRE - IRESS
MMS - McMILLAN SHAKESPEARE GROUP
PGH - PACT GROUP HOLDINGS
APA - APA GROUP
QUB - QUBE HOLDINGS
RSG - RESOLUTE MINING
WPL - WOODSIDE PETROLEUM
SKT - SKY NETWORK TELEVISION
SGP - STOCKLAND PROPERTY GROUP
SRX - SIRTEX MEDICAL
SDF - STEADFAST GROUP
TGR - TASSAL GROUP
WOW - WOOLWORTHS
FMG - FORTESCUE METALS GROUP
IAG - INUSRANCE AUSTRALIA GROUP
VOC - VOCUS COMMUNICATIONS
HSO - HEALTHSCOPE



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

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