by Andrew Baber | Sep 15, 2025 | Hatchings
Hatchings AUGUST 2025 – ISSUE 24 August 2025 Reporting Season The 2025 August Reporting Season again led to earnings revisions. The FY 2026 Estimated EPS Growth for the S&P ASX300 was downgraded by 110bps1, which directionally is typical but somewhat above...
by Andrew Baber | May 30, 2025 | Hatchings
Hatchings MAY 2025 – ISSUE 23 Corporate Governance and the Importance of Succession Planning in Founder-led Companies with Key Person Risk. Author: Platypus Asset Management WiseTech Global Ltd and XERO Ltd The corporate governance debacle at WiseTech Global Ltd...
by Andrew Baber | Mar 25, 2025 | Hatchings
Hatchings MARCH 2025 – ISSUE 22 February2025 ReportingSeason The 2025 February Reporting Season provided little comfort for Australian Equity Investors. Author: Platypus Asset Management The S&P ASX300 (ASX300) declined 3.79%1 in the month....
by Andrew Baber | Sep 27, 2024 | Hatchings
Hatchings AUGUST 2024 – ISSUE 21 The August 2024 Reporting Season Back to normality, beating on costs, the Aussie consumer keeps on keeping on. So where is the pain? Author: Platypus Asset Management Over the last six months guidance for the ASX 300 FY25...
by Andrew Baber | Mar 10, 2024 | Hatchings
Hatchings MARCH 2024 – ISSUE 20 The H1 Reporting Season 2024 High Valuations – are no barrier to companies exhibiting strong earnings growth, share prices followed earning revisions higher. H1 2024 Reporting Season – Summary H1FY24 was a benign reporting...
