Reporting Season 2025

[Dona Ferentes]

February 2025 Reporting Season Calendar​

Reporting Season is now on the horizon. To help you prepare for earnings season, we’ve put together a calendar which includes the reporting dates of more than 120 companies.​

Over the month of February , we’ll be sharing performance insights and key call outs – brought to you by our expert Market Analysts.​

 

[eskys]

Thank you so much, Dona. I knew you'll come to my rescue, much appreciated.

 

[Dona Ferentes]

Thank you so much, Dona. I knew you'll come to my rescue, much appreciated.

well, drop the calendar in ... do I have to do everything ? haha

 

[eskys]

well, drop the calendar in ... do I have to do everything ? haha

One more thing, please.....where did you go for a new thread, Dona? The info will not only benefit me, (if I remember) and others too. (keep pushing my luck till I fall off the cliff, you'll say, haha)

 

[Dona Ferentes]

One more thing, please.....where did you go for a new thread, Dona? The info will not only benefit me, (if I remember) and others too. (keep pushing my luck till I fall off the cliff, you'll say, haha)

when you put the calendar up

 

[eskys]

when you put the calendar up

Okay, I will attempt to set up a room just for you and I, can't go round in circles here...maybe at the weekend, it can be my practise run

 

[qldfrog]

 

[qldfrog]

 

[qldfrog]

Provided by Bell Direct advantage.
I highly recommend Bell Direct, and the advantage program is available if you trade frequently .
I hope they will not see issue with my posting and the bit of PR

 

[Dona Ferentes]

the ASX200

Monday, February 10
Ansell (ANN)
CAR Group (CAR)
JB Hi-Fi (JBH)

Tuesday, February 11
Breville (BRG)
CSL (CSL)
Seven Group (SGH)
Seven West Media (SWM)

Wednesday, February 12
Commonwealth Bank (CBA)
Amotiv (formerly GUD) (AOV)
AGL Energy (AGL)

Thursday, February 13
Downer (DOW)
HomeCo Daily Needs REIT (HDN)
South32 (S32)
Northern Star (NST)
Origin Energy (ORG)
Temple & Webster (TPW)
Orora (ORA)
Treasury Wine Estates (TWE)

Friday, February 14
Mirvac (MGR)
Charter Hall Retail REIT (CQR)
Healthco Healthcare and Wellness REIT (HCW)
Cochlear (COH)
GQG (GQG)

 

[Dona Ferentes]

Bell Potter said the lofty valuations of the bank stocks were of particular concern given that Commonwealth Bank, National Australia Bank and Westpac are all trading above their historical averages despite their earnings forecast to grow at around 2 per cent in FY25.

CBA faces the most investor scrutiny given it reports half-yearly results this week, as opposed to quarterly updates from NAB and Westpac.

Insurers are also at risk given the elevated valuations of stocks including Suncorp and Insurance Australia Group. Bell Potter said the sector was nearing the peak of its earnings cycle, which made the shares vulnerable to a sell-off.

The broker warned the ASX consumer discretionary sector was also overvalued, particularly companies like Wesfarmers and Breville Group. What’s more, recent trading updates from retail companies Premier Investments, Kogan and Accent have been weaker than expected, revealing that the market could be too optimistic about future performance.

The impressive rally in ASX-listed tech stocks over the past year has also left Pro Medicus and WiseTech Global “priced for perfection”, the broker added. That implies the companies must deliver strong results and forward guidance to support the elevated earnings multiples that the stocks are trading on.

 

[Dona Ferentes]

Bell Potter said investors should instead seek shelter in the ASX’s cheaper defensive sectors – that is companies whose earnings are less dependent on economic growth. These included healthcare, utilities and industrials, which are generally trading below their historical price-to-earnings ranges.

The broker was particularly bullish on healthcare stocks because of their relatively “undemanding” valuations, solid earnings forecasts and easing headwinds that affected product demand and patient volumes.

It named sharemarket heavyweight CSL as a prime example and prefers the blood plasma giant over other healthcare providers such as Sonic Healthcare, Ramsay Health Care and Healius, which continue to face near-term wage cost pressures.

“If CSL can deliver on its earnings forecast and maintain guidance, it could attract renewed share price support,” Mr Crookston said. The company is due to report results on Tuesday.

Utilities and industrial stocks, which are largely considered as a proxy to bonds, have suffered from the rise in global and domestic bond yields, but are now offering dividend yields that are above historical averages.

Bell Potter said with financial markets starting to price in multiple interest rate cuts in 2025, there were now a number of investment opportunities in those sectors. It named APA Group, Atlas Arteria and Aurizon as example

 

[Knobby22]

Bell Potter said investors should instead seek shelter in the ASX’s cheaper defensive sectors – that is companies whose earnings are less dependent on economic growth. These included healthcare, utilities and industrials, which are generally trading below their historical price-to-earnings ranges.

The broker was particularly bullish on healthcare stocks because of their relatively “undemanding” valuations, solid earnings forecasts and easing headwinds that affected product demand and patient volumes.

It named sharemarket heavyweight CSL as a prime example and prefers the blood plasma giant over other healthcare providers such as Sonic Healthcare, Ramsay Health Care and Healius, which continue to face near-term wage cost pressures.

“If CSL can deliver on its earnings forecast and maintain guidance, it could attract renewed share price support,” Mr Crookston said. The company is due to report results on Tuesday.

Utilities and industrial stocks, which are largely considered as a proxy to bonds, have suffered from the rise in global and domestic bond yields, but are now offering dividend yields that are above historical averages.

Bell Potter said with financial markets starting to price in multiple interest rate cuts in 2025, there were now a number of investment opportunities in those sectors. It named APA Group, Atlas Arteria and Aurizon as example

Bit of a jump just before the bell for CSL. Someone must agree with the above.