Week 1: Expecting a mixed reporting season
Listen now
Description
This coming reporting period follows an extraordinary period of monetary tightening across the globe, with many corporates continuing to grapple with huge spikes in wage and input cost inflation.  Despite some recent easing in supply chain stresses brought about by the Russia-Ukraine conflict, concerns of recession in the major economies continue to build.   Against such a challenging backdrop, what can we expect to learn in the coming weeks from the listed market? Are resets to earnings expectations likely to feature? Will dividends and capital management be shuttered?  Brad Potter, Tyndall AM’s Head of Australian Equities, details his views in episode one of the August 2022 4-Minute Monday podcast.
More Episodes
The big four banks have reported strong profits this season on the back of interest rate hikes. However, mounting pressures on net interest margins and increased competition are squeezing bank profits, signaling an end to the good times for Australian banks. In this Reporting Season Bank...
Published 05/11/23
Last week saw Coles report a result that met expectations, but the supermarket retailer's outlook commentary was met with a tepid market response reflecting a challenging operating environment.  By contrast, Insignia Financial and Iluka Resources announced results that caught investors by...
Published 08/28/22