Equities 10 September 2024 FY24 Reporting Season Wrap Rob Crookston, Equities Strategist, provides a preview on the FY24 reporting season. BellPotter Marketing Love0
EquitiesReal Estate 28 August 2024 Summerset Group (SUM.NZ): SUM still yet to shine Recommendation SUM announced its 1H24 result with underlying profit of NZ$89.9m, at the top end of the guidance range (NZ$87-$90m). BellPotter Marketing Love0
EquitiesIndustrials 28 August 2024 DroneShield Limited (DRO): A game of two halves DRO recorded revenue from customers of $23.3m (+106% vs pcp) during the 1H24, -3% below BP estimates. We increase our PT to $1.35 and retain our buy recommendation. BellPotter Marketing Love0
Diversified FinancialsEquities 28 August 2024 McMillan Shakespeare Ltd (MMS): More lovely and more temperate MMS released a very strong result, with FY24 Normalised Revenue/EBITDA/UNPATA growth of +12%/+35%/+38% vs pcp. BellPotter Marketing Love0
Equities 9 August 2024 FY24 Reporting Season Preview Rob Crookston, Equities Strategist, provides a preview on the FY24 reporting season. BellPotter Marketing Love0
EquitiesIndustrials 9 August 2024 Light & Wonder (LNW): Q2 2024 – Unleashing the dragon LNW reported Q2 2024 results ahead of our estimates and VA consensus, and we retain our Buy rating. BellPotter Marketing Love0