EQUITIESReporting Season Calendar - August 2021

We've compiled a list of more than 200 ASX-listed companies that will be releasing earnings results during the August reporting season, highlighting reporting dates, NPAT (consensus and Bell Potter estimates) and analyst recommendations.

 
 

CORPORATE FINANCECorporate Transactions

Our Corporate Finance team has been busy during the first half of 2021 initiating many transactions.

 
 

EQUITIESANZ Banking Group (ANZ)

Ahead of an anticipated strong 3Q21, ANZ should expect these to be the same on 18 August 2021: 1) statutory NPAT ~$1.3bn; 2) cash profit (continuing) ~$1.3bn; and 3) cash profit (continuing and exlarge notable items) ~$1.3bn.

 
 

EQUITIESCity Chic Collective (CCX)

Following a strong FY21 result, we have updated our forecasts for the FY21 result and acquisition, and rolled forward our model. Our PT for City Chic Collective increases to $6.60 (previously $4.90), and we retain our Buy rating.

 
 

EQUITIESFortescue Metals Group (FMG)

We've retained our Hold recommendation for FMG, and have updated our commodity price and foreign exchange rate forecasts, including the mark-to-market for FY21 of our benchmark iron ore price.

 
 

EQUITIESJB Hi-Fi Limited (JBH)

The 4Q21 update reveals continued heightened demand for consumer electronics and home appliance/entertainment products. Based on valuation on a normalised base and increased near-term uncertainties (as a result of COVID), we retain our Hold rating for JB Hi-Fi.

 
 

EQUITIESSenex Energy Ltd (SXY)

Senex Energy finished FY21 with total production within company guidelines, plateaued production, full year revenue in line with our estimate and a net cash position falling to $26m (from $36m).

 
 

EQUITIESEnd of Quarter Review

In our latest quarterly market review, we take a look at the share market outlook and reiterate our favoured stock picks.

 
 

EQUITIESAnalyst Outlook for FY22

Our analysts have provided their sector outlooks and compiled their top stock picks for FY22.

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IDEAS AND RESEARCH

ASX Grains Focus – July 2021

| Futures & Commodities | No Comments
The Eastern Australia wheat Open Interest remains high, with the January 2022 expiry hitting 20245 lots, which is higher than January 2021 ever reached and 60% higher than the same corresponding period last year.

Reporting Season Calendar – August 2021

| Equities | No Comments
We've compiled a list of more than 200 ASX-listed companies that will be releasing earnings results during the August reporting season, highlighting reporting dates, NPAT (consensus and Bell Potter estimates) and analyst recommendations.

Bell Potter EFT Report – June 2021

| ETF, LIC & LITs | No Comments
Following amendments in the regulatory body, Authorised Participants (APs) are no longer required to identify as an Australian resident for tax purposes.
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