Aurizon Limited (AZJ) – NEUTRAL
AZJ reported FY18 results as expected. Key highlights include EBIT up 6% to $940.6m driven by: (1) Coal
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Bendigo & Adelaide Bank (BEN) – NEUTRAL
Bendigo and Adelaide Bank (BEN) reported solid FY18 results, which were in line with market expectations. Earnings (underlying
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JB Hi-Fi Limited (JBH) – BUY
JBH delivered a solid FY18 result which came in ahead of management’s guidance and consensus estimates. The core
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REA Group Ltd (REA) – NEUTRAL
REA reported another solid set of results, delivering double-digit growth across key trading metrics. Relative to the previous
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Magellan Financial Group (MFG) – NEUTRAL
Magellan Financial Group (MFG) FY18 results were strong in our view. Key highlights to FY18 results were: (1)
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James Hardie (JHX) – NEUTRAL
JHX reported a solid 1Q19 result with adjusted net profit of US$79.9m +29% above previous corresponding period (pcp)
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AGL Energy Ltd (AGL) – BUY
AGL Energy (AGL) delivered a strong FY18 result, with underlying net profit of $1.023bn +28% above prior year,
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Suncorp Group Ltd (SUN) – NEUTRAL
SUN’s FY18 cash profit for the full year came in ahead of consensus estimates, with management announcing a
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Baby Bunting Group (BBN) – BUY
Baby Bunting (BBN) reported solid FY18 results. In prior research reports, we have commented extensively our thoughts on
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Uranium Report: Global Leaders Discuss A Possible Industry Bounce-Back
In March 2018, we provided our initial overview of the dynamics which have plagued the global uranium markets