Author: Harry Watt
Z1P –7.78%: released a (surprise) interim half year update today ahead of the full report later this week. While customer numbers (9.9m) and revenue ($302.2) were records, so too was the cash EBTDA loss of $108.1m
TYR -25.92%: a very weak first half result today saw significant pressure put on shares in the payments solutions business today. Tyro saw transaction volume and revenue jump around 30% each, but EBITDA fell 67% to $2.8m on higher costs.
WPL +4.09%: Reported CY21 results today that were ahead of expectations. Underlying 2H21 NPAT of US$1,266m was ~27% above consensus while the final dividend of US$1.05cps was over 50% above consensus expectations. T
CSL: +8.51%: A strong 1H22 for CSL relative to market expectations today plus their guidance was positive for the full year. Revenue of $5.81bn was above the $5.56bn expected while 1H22 EBIT of $2.21bn.
EML -3.97%: a choppy ride for the payment solutions business today on the back of a mixed 1st half result. Revenue of $113m was a slight miss, EBITDA fell 4% to $26.9m but they maintained full year guidance.
DXS +2.66%: a strong start to the year for the biggest office landlord in Australia. Dexus saw Funds From Operations (FFO) fall slightly to 28.1cps in the half on the back of a softer trading result, however they maintained full year guidance.
SGM +13.68%: the best on ground for the ASX200 today was scrap metal business Sims following a strong 1H result. Revenue jumped 74% to $4.27b and earnings (EBIT) came in ahead of guidance at $362m, up over 5x for the first half of 2021.
BHP -0.31%: A wild ride for BHP today after reporting a strong 1H22 result and bumper dividend on a day where Iron Ore fell ~10% in Asia and Energy stocks pulled back from recent highs.
PPS –13.88%: fell to 4-month lows toady on the back of a soft 1H result. Revenue at $39m was a touch behind, but margins fell and EBITDA of $7.5m was around a 15% miss to expectations. T
AD8 -3.75%: first half numbers for the audio visual technology company were out this morning. The top line was in line with expectations, printing revenue of $US14.8m in the half, up 33%.
