29 March 2021
Premier Investments – Strong momentum entering 2H21
PMV announced a strong 1H21 result ahead vs its 13 January update, with EBIT (pre-AASB16) lifting 88.5% vs pcp to $237.8m (vs guidance $221m-$233m).
20 January 2021
Premier Investments – Breaking records, although now priced in
PMV recently provided an update on trading for 1H21, with key highlights including 1H21 EBIT guidance to be $221m-$233m, 1H21 EBIT margin balloons to >28% vs 17.2% in 1H20 and robust sales performance.
21 August 2020
Reporting Season Highlights – Week 2
We recap some of the profit reporting season highlights from the second week including Bendigo and Adelaide Bank (BEN), Domino's Pizza (DMP) and Integrated Research (IRI).
17 August 2020
Reporting Season Highlights – Week 1
We recap some of the profit reporting season highlights from last week including Insurance Australia Group (IAG), Commonwealth Bank (CBA), QBE Insurance Group (QBE) and Breville Group (BRG).
18 February 2020
Discretionary Retail Stock Picks for 2020
On the back of challenging macro stimulus and cautious discretionary spending, our top picks focus on retailers that offer growth through global expansion opportunities or structural tailwinds (such as the shift to online).