TMS Insights August Reporting Season
With reporting season now in full swing, Ben and Jeremy sit down to share their thoughts on how Australian companies have been performing so far.
They break down the key themes emerging from the results — where companies are surprising to the upside, where challenges are beginning to show, and the sectors that are standing out from the crowd.
Looking ahead, they also discuss what we should expect from the major companies still to report, and how these results may shape the broader outlook for investors over the months to come.
Stocks discussed include: CSL, GMG, BHP, FPH, COH, TLX, LNW, SOL , BKW, REA and SEK.
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