Dona Ferentes
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It's upon us again. A graphic first, of what may be important (earnings going forward, sort of thing)
2023 Feb reporting season
- Thread starter Dona Ferentes
- Start date
Dona Ferentes
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Monday February 6
Argo (ARG) | Dexus Convenience Retail (DXC) | Nick Scali (NCK)
Tuesday February 7
Centuria Capital (CNI) | Cettire (CTT) | Macquarie Group (MQG) | Transurban (TCL)
Wednesday February 8
Amcor (AMC) | Boral (BLD) | BWP Trust (BWP) | Dexus Industria (DXI) | Suncorp (SUN) | WOTSO (WOT) | Alliance Aviation (AQZ)
Thursday February 9
AGL Energy (AGL) | Arena REIT (ARF) | Charter Hall Long WALE (CLW) | Megaport (MP1)
Friday February 10
News Corp (NWS) | REA (REA)
Dona Ferentes
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And the rest of them. Big couple of weeks ahead
Monday February 13
Aurizon (AZJ) | Beach Energy (BPT) | Carsales ( CAR) | Endeavour (EDV) IAG (IAG) | Imdex (IMD) | JB HiFi (JBH) | LendLease (LLC)
Tuesday February 14
Ansell (ANN) | Challenger (CGF) | Computershare (CPU) | CSL (CSL) | James Hardie - quarterly (JHX) | SG Fleet (SGF) | Seven West Media (SWM) | Sims (SGM) | Temple & Webster (TPW) | Dexus (DXS)
Wednesday February 15
Cochlear (COH) | Commonwealth Bank (CBA) | Corporate Travel (CTD) | Fletcher Building (FBU) | Fortescue (FMG) | GUD Holdings (GUD) | Netwealth (NWL) | Pact Group (PGH) | Redbubble (RBL) | Seven Group (SGH) | Treasury Wines (TWE) | Wesfarmers (WES) | Vicinity Centres (VCX)
Thursday February 16
Abacus (ABP) | ASX (ASX) | Bapcor (BAP ) | Beacon Lighting (BLX) | Charter Hall Retail (CQR) | Domain (DHG) | Evolution Mining (EVN) | Goodman Group (GMG) | Hotel Property (HPI) | Incitec Pivot (IPL) | Magellan (MFG) | NAB 1Q (NAB) | Newcrest (NCM) | Origin Energy (ORG) | Orora (ORA) | Sonic Healthcare (SHL) | South32 (S32) | Southern Cross Media (SXL) | Super Retail (SUL) | Telstra (TLS) | Whitehaven (WHC) | IPH (IPH)
Friday February 17
Baby Bunting (BBN) | HealthCo Wellness (HCW) | Inghams (ING) | Latitude (LFS) | QBE (QBE) | Westpac (WBC)
Monday February 20
Adairs (ADH) | Altium (ALU) | Ampol (ALD) | Bendigo & Adelaide Bank (BEN) | BlueScope Steel (BSL) | Charter Hall Group (CHC) | Event (EVT) | HomeCo Daily Needs (HDN) | NIB Holdings (NHF) | Northern Star (NST) | NUIX (NXL) | Reliance Worldwide (RWC) | Viva Energy (VEA) | Event (EVT) | McGrath (MEA)
Tuesday February 21
Alumina (AWC) |AMA Group (AMA) | ARB Group (ARB) | BHP (BHP) | Coles (COL) | G8 Education (GEM) | HT&E (HT1) | Hub24 (HUB) | Ingenia (INA) | Judo Bank (JDO) | Macquarie Telecom (MAQ) | McGrath (MEA) | Monadelphous (MND) | Monash IVF (MVF) | Stockland (SGP) | Tabcorp (TAH)
Wednesday February 22
Chorus (CNU) | Coronado (CRN) | Domino’s Pizza (DMP) | EML Payments (EML) | Flight Centre (FLT) | Karoon Energy (KAR) | Lovisa (LOV) | OZ Minerals (OZL) | Qualitas (QAL) | Rio Tinto (RIO) | Santos (STO) | Scentre Group (SCG) | Siteminder (SDR) | WiseTech (WTC) | Woolworths (WOW) | Worley (WOR) | Lovisa (LOV) | Wagners (WGN)
Thursday February 23
Airtasker (ART) | APA Group (APA) | Atlas Arteria (ALX) | Auckland Airport (AIX) Australian Clinical Labs (ACL) | Blackmores (BLK) | Cleanaway (CWY) | EagersAutomotive (APE) | IDP Education (IDP) | HMC Capital (HMC) | Insignia Financial (IFL) | Maggie Beer (MBH) | Medibank (MPL) | Nanosonics (NAN) | Nine (NEC) | Pepper Money (PPM) | Perpetual (PPT) | Qantas (QAN) | Qube (QUB) | Ramsay Health (RHC) | Smartgroup (SIQ) | The Star Group (SGR) | The Reject Shop (TRS)
Friday February 24
Allkem (AKE) | Block (SQ2) | Brambles (BXB) | Genworth (GMA) | Jumbo Interactive (JIN) | Mineral Resources (MIN) | Ventia Services (VNT)
Monday February 27
Appen (APX) | City Chic (CCX) | Cromwell (CMW) | Dalrymple Bay (DBI) | Downer EDI (DOW) | Healius (HLS) | Keypath Education (KED) | Liberty Financial (LFG) | Praemium (PPE) | TPG (TPG) | Woodside (WPL) | Yancoal (YAL)
Thursday February 28
Adbri (ABC) | Cooper Energy (COE) | Harvey Norman (HVN) | McPherson’s (MCP) | Tyro Payments (TYR)
Monday February 13
Aurizon (AZJ) | Beach Energy (BPT) | Carsales ( CAR) | Endeavour (EDV) IAG (IAG) | Imdex (IMD) | JB HiFi (JBH) | LendLease (LLC)
Tuesday February 14
Ansell (ANN) | Challenger (CGF) | Computershare (CPU) | CSL (CSL) | James Hardie - quarterly (JHX) | SG Fleet (SGF) | Seven West Media (SWM) | Sims (SGM) | Temple & Webster (TPW) | Dexus (DXS)
Wednesday February 15
Cochlear (COH) | Commonwealth Bank (CBA) | Corporate Travel (CTD) | Fletcher Building (FBU) | Fortescue (FMG) | GUD Holdings (GUD) | Netwealth (NWL) | Pact Group (PGH) | Redbubble (RBL) | Seven Group (SGH) | Treasury Wines (TWE) | Wesfarmers (WES) | Vicinity Centres (VCX)
Thursday February 16
Abacus (ABP) | ASX (ASX) | Bapcor (BAP ) | Beacon Lighting (BLX) | Charter Hall Retail (CQR) | Domain (DHG) | Evolution Mining (EVN) | Goodman Group (GMG) | Hotel Property (HPI) | Incitec Pivot (IPL) | Magellan (MFG) | NAB 1Q (NAB) | Newcrest (NCM) | Origin Energy (ORG) | Orora (ORA) | Sonic Healthcare (SHL) | South32 (S32) | Southern Cross Media (SXL) | Super Retail (SUL) | Telstra (TLS) | Whitehaven (WHC) | IPH (IPH)
Friday February 17
Baby Bunting (BBN) | HealthCo Wellness (HCW) | Inghams (ING) | Latitude (LFS) | QBE (QBE) | Westpac (WBC)
Monday February 20
Adairs (ADH) | Altium (ALU) | Ampol (ALD) | Bendigo & Adelaide Bank (BEN) | BlueScope Steel (BSL) | Charter Hall Group (CHC) | Event (EVT) | HomeCo Daily Needs (HDN) | NIB Holdings (NHF) | Northern Star (NST) | NUIX (NXL) | Reliance Worldwide (RWC) | Viva Energy (VEA) | Event (EVT) | McGrath (MEA)
Tuesday February 21
Alumina (AWC) |AMA Group (AMA) | ARB Group (ARB) | BHP (BHP) | Coles (COL) | G8 Education (GEM) | HT&E (HT1) | Hub24 (HUB) | Ingenia (INA) | Judo Bank (JDO) | Macquarie Telecom (MAQ) | McGrath (MEA) | Monadelphous (MND) | Monash IVF (MVF) | Stockland (SGP) | Tabcorp (TAH)
Wednesday February 22
Chorus (CNU) | Coronado (CRN) | Domino’s Pizza (DMP) | EML Payments (EML) | Flight Centre (FLT) | Karoon Energy (KAR) | Lovisa (LOV) | OZ Minerals (OZL) | Qualitas (QAL) | Rio Tinto (RIO) | Santos (STO) | Scentre Group (SCG) | Siteminder (SDR) | WiseTech (WTC) | Woolworths (WOW) | Worley (WOR) | Lovisa (LOV) | Wagners (WGN)
Thursday February 23
Airtasker (ART) | APA Group (APA) | Atlas Arteria (ALX) | Auckland Airport (AIX) Australian Clinical Labs (ACL) | Blackmores (BLK) | Cleanaway (CWY) | EagersAutomotive (APE) | IDP Education (IDP) | HMC Capital (HMC) | Insignia Financial (IFL) | Maggie Beer (MBH) | Medibank (MPL) | Nanosonics (NAN) | Nine (NEC) | Pepper Money (PPM) | Perpetual (PPT) | Qantas (QAN) | Qube (QUB) | Ramsay Health (RHC) | Smartgroup (SIQ) | The Star Group (SGR) | The Reject Shop (TRS)
Friday February 24
Allkem (AKE) | Block (SQ2) | Brambles (BXB) | Genworth (GMA) | Jumbo Interactive (JIN) | Mineral Resources (MIN) | Ventia Services (VNT)
Monday February 27
Appen (APX) | City Chic (CCX) | Cromwell (CMW) | Dalrymple Bay (DBI) | Downer EDI (DOW) | Healius (HLS) | Keypath Education (KED) | Liberty Financial (LFG) | Praemium (PPE) | TPG (TPG) | Woodside (WPL) | Yancoal (YAL)
Thursday February 28
Adbri (ABC) | Cooper Energy (COE) | Harvey Norman (HVN) | McPherson’s (MCP) | Tyro Payments (TYR)
Cam019
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Awesome! Thanks @Dona Ferentes.
Dona Ferentes
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Halfway through the month, and the XJO hit a 4 week low.
More a general sentiment thang, I'm happy with the dividend flow so far.
More a general sentiment thang, I'm happy with the dividend flow so far.
Dona Ferentes
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Two days to go, most of the big guns have reported...
Many consumer and retail stocks disappointed, miners/ materials were mixed with generally lower dividends, financials were seen to be top of the cycle as interest rates rise.
- About 55% of companies have reported profits higher than this time last year
- About 53% of companies have reported higher dividends than this time last year.
Many consumer and retail stocks disappointed, miners/ materials were mixed with generally lower dividends, financials were seen to be top of the cycle as interest rates rise.
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Dona Ferentes
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and the follow-up
The biggest dividend payers over the next eight weeks are BHP Group, Woodside Energy, Commonwealth Bank, Fortescue Metals Group and Rio Tinto, which combined have declared $17.7 billion or 67 per cent of what the Top 20 will pay.
... so 4 of the biggest are resources, and these big miners follow on reduced dividend levels compared to last year. With total dividends around the same amount, industrials/ financials have actually lifted.
The biggest dividend payers over the next eight weeks are BHP Group, Woodside Energy, Commonwealth Bank, Fortescue Metals Group and Rio Tinto, which combined have declared $17.7 billion or 67 per cent of what the Top 20 will pay.
... so 4 of the biggest are resources, and these big miners follow on reduced dividend levels compared to last year. With total dividends around the same amount, industrials/ financials have actually lifted.
Dona Ferentes
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After a strong start to the new calendar year, global share markets retreated in February as investors once again anticipated more interest rate rises. In Australia, the S&P/ASX 200 Accumulation Index declined -2.4%.
Some summaries, encapsulating the company results and statements :
Overall, the February corporate reporting season was better than expected, with company earnings remaining relatively healthy amid robust demand and stable profit margins, despite rising costs. In most cases, dividends did not disappoint, although special dividends were scarce. The outlook from companies was less sanguine, with labour shortages and wage pressures cited almost universally as key challenges facing Australian businesses. With interest rates likely to increase further, consumer spending is expected to soften, along with capital expenditure and business investment.
- Argo investments
Resources and Banks led the market down in February with resources down 6.0% and banks down 5.1% during this period. Small and mid cap resources were down 9.1% and 5.5% respectively as lithium spot prices weakened. The strongest sectors for February were Utilities, up 3.4% and Information Technology, up 2.7%. Elsewhere there was little movement in other sectors as the market absorbed the company reporting season where results saw demand remaining solid although with cost pressures emerging. Outlook comments across most companies were also very cautious.
- Australian Foundation
.... and that's a wrap.
Some summaries, encapsulating the company results and statements :
Overall, the February corporate reporting season was better than expected, with company earnings remaining relatively healthy amid robust demand and stable profit margins, despite rising costs. In most cases, dividends did not disappoint, although special dividends were scarce. The outlook from companies was less sanguine, with labour shortages and wage pressures cited almost universally as key challenges facing Australian businesses. With interest rates likely to increase further, consumer spending is expected to soften, along with capital expenditure and business investment.
- Argo investments
Resources and Banks led the market down in February with resources down 6.0% and banks down 5.1% during this period. Small and mid cap resources were down 9.1% and 5.5% respectively as lithium spot prices weakened. The strongest sectors for February were Utilities, up 3.4% and Information Technology, up 2.7%. Elsewhere there was little movement in other sectors as the market absorbed the company reporting season where results saw demand remaining solid although with cost pressures emerging. Outlook comments across most companies were also very cautious.
- Australian Foundation
.... and that's a wrap.
