bullish•Fonterra Shareholders Fund•22 Sep 2023 07:28•Broker Report
Fonterra - FY23 Result — Milking Record Profits
The strength in the result was, as expected, in its Ingredients division — driven by favourable stream returns as has been the case for the...
bullish•Kathmandu Holdings•21 Sep 2023 07:27•Broker Report
KMD Brand - Hatches Battened
KMD Brands (KMD) released a marginally weaker FY23 result versus our and consensus estimates, with underlying EBITDA (pre-IFRS 16) at the lower end...
bullish•Fisher & Paykel Healthcare Corp•18 Sep 2023 08:01•Broker Report
F&P Healthcare - Investor Day — Repeat Flow Up to NEUTRAL
There was little information in the investor day to fundamentally change our view on the outlook, and, if anything, reinforces the significant...
bullish•Warehouse Group Limited•15 Sep 2023 07:40•Broker Report
The Warehouse Group - Checking Out the Competition
We expect The Warehouse Group (WHS) will report materially weaker performance in its FY23 result, due on 28 September 2023.
bullish•Infratil Ltd•14 Sep 2023 07:30•Broker Report