37 stocks were covered as part of Livewire's reporting season coverage (and only four were "sells")
You could hear a collective sigh of relief last week as the bell rang on the August reporting season. Over the month, Livewire's content editors worked tirelessly with our contributors to cover 37 stocks, focusing on the companies that readers, like you, have told us you care about.
Interestingly, of the 37 stocks covered, 12 were rated as "buys". Meanwhile, 21 received "hold" ratings and only four were rated as "sells". That's pretty incredible considering how dire many predicted this reporting season would be.
Livewire also broke new ground by reaching out to seven CEOs of listed companies for an insider's look at their latest reports and the outlook on their various sectors.
In this wire, I'll provide a summary of our coverage so you can find the pieces that you care about with ease. I hope you enjoyed reading this content throughout August as much as we did producing it.
The BUYS
- Sandfire Resources (ASX: SFR)
- Commonwealth Bank (ASX: CBA)
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QBE Insurance (ASX: QBE)
- AMP (ASX: AMP)
- Goodman Group (ASX: GMG)
- Sonic Healthcare (ASX: SHL)
- Woolworths (ASX: WOW)
- Santos (ASX: STO)
- Hansen Technologies (ASX: HSN)
- Whitehaven Coal (ASX: WHC)
- Pilbara Minerals (ASX: PLS)
- Medibank Private (ASX: MPL)
The HOLDS
- AGL Energy (ASX: AGL)
- REA Group (ASX: REA)
- CSL Ltd (ASX: CSL)
- Pro Medicus (ASX: PME)
- Endeavour Group (ASX: EDV)
- Telstra (ASX: TLS)
- Beacon Lighting (ASX: BLX)
- Insurance Australia Group (ASX: IAG)
- Allkem (ASX: AKE)
- BHP (ASX: BHP)
- Megaport (ASX: MP1)
- Arafura Rare Earths (ASX: ARU)
- Coles (ASX: COL)
- Woodside Energy Group (ASX: WDS)
- PSC Insurance (ASX: PSI)
- South32 (ASX: S32)
- Wesfarmers (ASX: WES)
- Mineral Resources (ASX: MIN)
- IGO (ASX: IGO)
- Ramsay Health Care (ASX: RHC)
- Origin Energy (ASX: ORG)
The SELLS
- Newcrest Mining (ASX: NCM)
- Fortescue Metals Group (ASX: FMG)
- Qantas (ASX: QAN)
- Flight Centre (ASX: FLT)
Livewire's C-Suite Interviews
- Evolution Mining: 3 catalysts that could put some heat into the unloved gold sector
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Worley: How Worley is "firing on all cylinders" according to CFO Tiernan O'Rourke
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Ramsay Health Care: This CEO's laser focus is on paying down debt and creating a leaner business
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Woodside: Woodside CEO Meg O'Neill talks record earnings, the dividend outlook and union tensions
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Aussie Broadband: Aussie Broadband's Phillip Britt on the telco's plans to take on the incumbents
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NEXTDC: NEXTDC's Craig Scroggie is spending $1bn on an AI-fuelled future
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Adbri: This industrial company returned 34% in 2023, and it's swimming in product demand
Rudi's Reporting Season Monitor
According to FNArena's reporting season monitor, 29.6% of stocks beat expectations this reporting season, while 42.7% were in line, and 27.7% of companies fell short of analysts' earnings predictions. You can check out the final report below:
Catch all of our August 2023 Reporting Season coverage
The Livewire Team is working with our contributors to provide coverage of a selection of stocks this reporting season. You can access all of our reporting season content by clicking here.
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