Livewire reporting August 2018

The current Reporting Season of August 2018 has left some investors surprised, some disappointed and some delighted. As Reporting Season nears completion, a name...

Navigator Global Investments delivered a quality FY18 result with EBITDA +15% and dividends +14% both in US$. This capped off a successful year, which saw the share...

Netwealth operates in a growing market, and is taking share rapidly from a low base. There is a clear trend away from bank-owned platforms, which we expect will...

What’s that? Macmahon (MAH) is actually profitable? Well, yes. And with older problem contracts causing less pain and a full year of big new contracts contributing...

S32 boasts the best balance sheet of any big-cap resource stock globally, and we continue to believe that the discount to its peer group is unwarranted. The shares...

We see Flight Centre as a best-of-breed player, operating in an industry with strong growth fundamentals. The business continues to diversify and evolve as it enters...

I met with the CFO and COO from Fortescue Metals (FMG) this week as they did the rounds following their recent full year results. There were some brief prepared...

Australia's premium shopping centre portfolio, Scentre Group, owns great real estate in a sector that has huge barriers to entry (for their better retail assets), in...

We provided some detailed thoughts on Telstra this time last year. Since then, Telstra has underperformed the broader market, the company’s strategy has dramatically...

In reviewing JB Hifi's results and discussing the 'elephant in the room', it is worth reflecting on how the company has evolved over the years since listing in 2003. ...

Aventus Retail Property Fund offers a quality, active management team that is consistently seeking to maximise returns from a well-diversified portfolio of assets...

News Corp, the global diversified media and digital real estate services company, today reported financial results for the fourth quarter and fiscal year ended 30 June...