Good evening my esteemed and inexperienced friends.
Have you been keeping an eye on the Australian reporting season?
Still early days, but a few interesting results to date.
The table below is a mix of Full Year results and Half Year results (brown)
Some companies report in USD (e.g QBE)
These are statutory results (with no embellishment) as reported to the ASX (Appendix 4D for Half Year, Appendix 4E for Full Year)
I'll be on the lookout for all the major companies, plus a few bits and pieces (omit managed investments - double counting - but include REITs which look like they are taking a massive hit with CP write-downs)
Also stay tuned for the final numbers on the US reporting season. (do the numbers justify the Wall Street rally? - we will find out)
Just waiting for the July reporting companies to come in the next week or so
e.g. Walmart, Home Depot and most importantly Nvidia (lets see if the hype stacks up)
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