Harvey Norman: Result 2012
It was a terrible 2012 for Harvey Norman. While 2013 looks slightly better, its property valuations are open to question.
Tap Oil: Interim result 2012
Tap Oil's results won't reveal much until new assets start production in 2014.
Treasury Wine: Result 2012
A strong Australian dollar is partly disguising the substantial turnaround occurring at Treasury Wine Estates.
Infigen Energy: Result 2012
Infigen's results were reasonable and don't change the investment thesis. But, with the stock up 30% since our last review, we're downgrading.
The Metcash earnings hole
The share price is up but the problems in its main business are intensifying. It’s time to put this stock back on the shelf, explains James Greenhalgh.
Suncorp: Result 2012
Suncorp's annual result was encouraging, and included a special dividend of 15 cents per share.
Sirtex Medical: Result 2012
A huge market and a treatment that works is helping Sirtex report strong growth. The 2013 result should be just as impressive.
GPG: Interim result 2012
Our concerns over pensions liabilities and Coats’ mediocre operating results are partly offset by positive news in the liquidation process.
Sunland Group: Result 2012
A difficult residential property market impacted this year’s result, but the aggressive buyback boosted NTA.
WorleyParsons: Result 2012
Underlying profit growth was again a feature of Worley's results but it's the rich price that scares us most.
Servcorp: Result 2012
Servcorp’s US business might be a disappointment but overall profit and cash flow are still headed in the right direction.
Abacus Property Group: Result 2012
Abacus continues to tick along nicely, with the group increasing both rents and occupancy for the year.
Azumah's knock-out blow
The latest feasibility study shows the company is still several years from mining, which means it's time to cut losses and sell, says Gaurav Sodhi.
Aristocrat Leisure: Interim result 2012
Smugness aside, Jamie Odell has done a great job at Aristocrat. And there’s more profit upside to come.
Flight Centre: Result 2012
Flight Centre continues to make the most of a strong home market. But we're worried about a potential reversal of fortune.
Billabong International: Result 2012
Billabong’s full year result was terrible, but the new chief executive outlined a sound plan for resurrection.
Brambles: Result 2012
Brambles turned in a decent 2012 despite a tougher environment for global trade. Our concerns revolve around the longer-term issue of business quality.
Spark Infrastructure: Interim result 2012
Spark Infrastructure produced a respectable interim result and reiterated expectations for a full year distribution of 10.5 cents.
WHK Group: Result 2012
WHK’s two years of pain might be about to end. In the meantime, there’s that 8% dividend yield.
Fortescue Metals: Result 2012
Fortescue's ambitions haven't been dented by the falling iron ore price.
IRESS: Interim result 2012
A tough trading environment impacted the half-year result, but IRESS remains a high quality business.
Coca-Cola Amatil: Interim result 2012
Strong revenue growth didn't translate into strong profit growth for a rain-soaked Coca-Cola Amatil.
Woolworths: Result 2012
There wasn’t much growth for Woolies in 2012. Nor will there be much in 2013, despite a bit of help from its Victorian poker machines.
Australian Infrastructure: Gonski
AIX's annual result came with a welcome surprise; the Future Fund has proposed to acquire its assets for $2bn. Nathan Bell explains why we're selling.
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