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.
Origin Energy: Result 2012
Origin's profits leapt higher but investors are worried about APLNG and capital expenditure.
Sydney Airport: Interim result 2012
The recent interim result provides further confirmation of the high quality nature of this infrastructure stock.
IOOF Holdings: Result 2012
Acquisitions helped IOOF’s 2012 result, while markets hindered it. But regulatory changes still loom as a threat to margins.
IAG: Result 2012
IAG's full year result shows the company is finally fulfilling its potential under chief executive Mike Wilkins.
BHP Billiton: Result 2012
Far from being a disaster, BHP's result confirmed the high quality nature of the business.
Treasury Group: Result 2012
Treasury Group’s profit is at the mercy of markets. So brace yourself for some sort of corporate transaction.
Woodside: Interim result 2012
Thanks to Pluto, Woodside announced higher production and profits. Yet Pluto must be judged a failure, argues Gaurav Sodhi.
AGL: Results 2012
AGL's result might have been decent enough but it doesn't justify the rich price you're being asked to pay.
Sonic Healthcare: Result 2012
Sonic Healthcare’s Australian business returned to form in 2012, but its US business has hit a rough patch.
Oil Search: Interim results 2012
The PNG LNG project continues to be constructed in the PNG Highlands. Gaurav Sodhi provides an update as Oil Search releases results.
Monadelphous: Results 2012
The mining boom has been good to Monadelphous but even this excellent business cannot escape the impact of lower commodity prices.
QBE Insurance: Interim result 2012
New chief executive John Neal has recalibrated expectations for QBE’s long-term profitability, and so have we. Like his predecessor, we’ve been too optimistic.
Santos: Interim result 2012
Conventional production impressed, generating higher than expected margins. The company also reported a fracking surprise.
Call 1300 880 160
Start a chat
Schedule a call
