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?
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
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