Month: September 2020
SkyCity Entertainment (SKC) +7.36% One of the reporting season stragglers, SkyCity operate 3 casinos in NZ as well as one in Adelaide. Profit took a hit given its exposure to NZ where lockdowns were far more stringent than ours, falling nearly 60% in the year to $NZ66.3m, though this was 7.5% better than analysts had […]
Can we find a diamond in the rough as the US “dogs” outperform (XRO, KO US, CGC, BIN, PDL, IPL, AVH)
Temple & Webster (TPW) +18.03% Another phenomenal result from TPW both in terms of their FY20 numbers, but also in terms of their trading update for the first part of FY21. Firstly for FY20, revenue was in line with expectations at $176m however net profit was a strong beat coming in at $13.9m v $8.35m […]
Really bullish, there's more to go in the reflation rally
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