FY21 Result: The result today were marginally lower than consensus expectations however the year on year growth was impressive all the same, a clear COVID beneficiary that is playing a key role in testing & pathology. The market looks forward and clearly the outlook for FY22 is for slower growth and it seemed like that was the focus today. Not a stock we own however the ~7% pullback today has us reviewing more closely.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
LISTEN
Wednesday 24th April – DOW +263pts, SPI +27pts
Daily Podcast Direct from the Desk
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