2024REPORTING News & Analysis

We see a rebound in sales after a rough 2024 but the shares remain overvalued.

We cut our fair value estimate by 9% but the market is overely pessimistic on prospects.

ASX200 heavyweights BHP, Wesfarmers, Woolies and Coles were among the companies to report.

These shares are trading at levels that are materially overvalued.

Guzman's business has made an impressive start to the new fiscal year. We still have our doubts on valuation levels.

Latest earnings result beats our estimate but investors remain unimpressed.

WiseTech and Brambles shares surged after earnings. Our analysts also liked what they saw and upgraded their Fair Value estimates.

There are no good and bad investments. There are good and bad investments for each of us.  

Tyro posted stronger than expected profits but Shaun Ler thinks the quality of those earnings was lower and the market reaction was too positive.That...

NIB and Endeavour saw their shares slump after earnings. Our analysts think investors have overreacted.