In today’s briefing:
- BHP (BHP AU) Annual Results: Options Market Bets on Post-Earnings Upside
- Strong Momentum Underpins Nick Scali’s FY26
- JB Hi-Fi’s Re-Rating Triggers Valuation Dilemma
BHP (BHP AU) Annual Results: Options Market Bets on Post-Earnings Upside
- Timing: BHP (BHP AU) reports annual results on Tuesday, 19 August 2025, 8:00 AM AEST. Corresponding local times for its international listings are detailed in the Insight.
- Highlight: Options positioning ahead of the results suggests at least one trader is making a sizeable bet on post-earnings upside.
- Why Read: Gain insight into BHP’s earnings-day price history , volatility setup, and options market positioning to be ready for the upcoming announcement.
Strong Momentum Underpins Nick Scali’s FY26
- A strong second-half performance in A&NZ and improving gross margins in the UK have propelled Nick Scali shares to new heights.
- -Nick Scali’s FY25 results exceed expectations -A strong 2H for A&NZ, UK gross margin gains -Successful measures to improve cost base -Ord Minnett expects UK profits in FY28
JB Hi-Fi’s Re-Rating Triggers Valuation Dilemma
- Another earnings result ‘beat’ by JB Hi-Fi was not enough to prevent the shares from selling-off on the day.
- Over-reaction?
- The debate is alive.
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