Equities

Equities

8 February 2021

Afterpay (APT) – CBA Should be Worried

YFZ has delivered a positive 2Q21 update, with revenue in line with our expectations and on track vs FY21 Prospectus forecasts. The key highlights of the update include B2C underpins strong revenue growth, growth initiatives progressing to plan and FY21 Prospectus forecasts

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Equities

29 January 2021

Youfoodz Holdings (YFZ) – Growth Initiative Progressing to Plan

YFZ has delivered a positive 2Q21 update, with revenue in line with our expectations and on track vs FY21 Prospectus forecasts. The key highlights of the update include B2C underpins strong revenue growth, growth initiatives progressing to plan and FY21 Prospectus forecasts

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Engineering and Construction Building Sky Abstract

Industrials

28 January 2021

Engineering & Construction (E&C)

In the new Engineering & Construction (E&C) December Newsletter we discuss how inflation brings opportunities and threats

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Equities Retail

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.

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Equities International

20 January 2021

Investor Talk: 19 January 2021

U.S. equity markets closed last week registering its first losing week for 2021. While the overall decline was minimal, the weakness was recorded despite the news that President-elect Joe Biden unveiled the details of a US$1.9 trillion coronavirus rescue package and also a positive start to the reporting season.

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