4-minute reporting season wrap-up

Brad Potter, Head of Australian Equities at Nikko Asset Management delivers his summary of the week that was in reporting season.

Week one: 10 August 2020

Why does Brad Potter believe Qantas has been a ‘poster child’ during the pandemic, and what are his earnings forecasts for Telstra, AGL and CBA? Listen to this week’s edition of 4-Minute Monday to find out.




February Reporting Season Podcasts

Week four: 2 March 2020

One of the greatest enemies of stock markets is fear, and it’s been doled out in spades in the past week. Not surprising, it has impacted the valuation spread between defensive, low volatility stocks and the cyclical value end of the market. What’s the outlook for markets?

Week three: 24 February 2020

Week three — Eye of the storm While QBE and Iluka were up strongly during the week off the back of their results, the same couldn’t be said for a number of gaming stocks that seem to be caught in the eye of the corona virus storm.

Week two: 17 February 2020

As more and more companies call out the potential reduction in future earnings due to the coronavirus, house prices across the country continue to rise. And what could the TPG-Vodafone merger mean for Telstra?

Week one: 10 February 2020

2020 reporting season comes in the midst of the coronavirus, ongoing bushfires and subdued global growth. How are these factors playing out in markets and which stocks are already delivering a more tempered outlook?


2019 podcasts

Banking special: 13 November 2019


Week four: 2 September 2019

Week three: 26 August 2019

Week two: 19 August 2019

Week one: 12 August 2019


This material was prepared by Nikko AM Limited ABN 99 003 376 252 AFSL No: 237563 (Nikko AM Australia). Nikko AM Australia is part of the Nikko AM Group. The information contained in this material is of a general nature only and does not constitute personal advice, nor does it constitute an offer of any financial product. It is for the use of researchers, licensed financial advisers and their authorised representatives, and does not take into account the objectives, financial situation or needs of any individual. The information in this material has been prepared from what is considered to be reliable information, but the accuracy and integrity of the information is not guaranteed. Figures, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The figures contained in this material include either past or backdated data, and make no promise of future investment returns. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided.