Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

Collins Foods Ltd. operates fast-food restaurants.  The Company operates chains of steak and chicken restaurants in Australia.

<ul><li>Collins Foods produced record interim results in a difficult environment, prompting management to issue a 'conservative' upgrade to FY26 guidance.</li><li> Collins Foods delivers record interim revenue Margin &lsquo;beats&rsquo; in Australia & Europe Market disappointed by management's rather conservative FY26 profit upgrade UBS highlights outperformance of KFC Australia relative to peers</li></ul>

Collins Foods produced record interim results in a difficult environment, prompting management to issue a 'conservative' upgrade to FY26 guidance. Collins Foods delivers record interim revenue Margin &lsquo;beats&rsquo; in Australia & Europe Market disappointed by management's rather conservative FY26 profit upgrade UBS highlights outperformance of KFC Australia relative to peers

Collins Foods Disappoints With Cautious Upgrade

Technology One Limited is an Australian-based company that is engaged in the development, marketing, sales, implementation, support, and distribution of financial management and enterprise software solutions. The Company has operations in New Zealand, the United Kingdom, the South Pacific, and Malaysia.

<ul><li>Shares in TechnologyOne reacted negatively on the release of a record FY25 performance, as not all metrics met elevated expectations and as the global technology sector is de-rated.</li><li> -TechnologyOne delivers record FY25 metrics -Profit exceeds guidance, strong UK growth -Market concerns on softer than expected ARR and NRR -Global de-rating for the sector equally impacts on updated valuations/price targets</li></ul>

Shares in TechnologyOne reacted negatively on the release of a record FY25 performance, as not all metrics met elevated expectations and as the global technology sector is de-rated. -TechnologyOne delivers record FY25 metrics -Profit exceeds guidance, strong UK growth -Market concerns on softer than expected ARR and NRR -Global de-rating for the sector equally impacts on updated valuations/price targets

Technology One Ltd - Outlook Intact Post Tech1's FY25 Punishment

<ul><li>Shares in TechnologyOne reacted negatively on the release of a record FY25 performance, as not all metrics met elevated expectations as as the global technology sector is de-rated.</li><li> -TechnologyOne delivers record FY25 metrics -Profit exceeds guidance, strong UK growth -Market concerns on softer than expected ARR and NRR -Global de-rating for the sector equally impacts on updated valuations/price targets</li></ul>

Shares in TechnologyOne reacted negatively on the release of a record FY25 performance, as not all metrics met elevated expectations as as the global technology sector is de-rated. -TechnologyOne delivers record FY25 metrics -Profit exceeds guidance, strong UK growth -Market concerns on softer than expected ARR and NRR -Global de-rating for the sector equally impacts on updated valuations/price targets

ALS Limited is a commercial services company with national and international operations. The Company's services include analytical and testing services, producing industrial and commercial chemical products, and hospitality, cleaning, and catering products.

<ul><li>Rising demand for commodities testing, supported by the soaring gold price, provided a strong first half for ALS Ltd, and it appears there&rsquo;s more to come.</li><li> -ALS Ltd first half beat expectations -Better than expected growth in minerals testing -Junior miners set to begin exploration, increasing demand -Guidance seen as conservative</li></ul>

Rising demand for commodities testing, supported by the soaring gold price, provided a strong first half for ALS Ltd, and it appears there&rsquo;s more to come. -ALS Ltd first half beat expectations -Better than expected growth in minerals testing -Junior miners set to begin exploration, increasing demand -Guidance seen as conservative

Mader Group is a solution-driven global maintenance provider powered by mechanically minded specialists. We are passionate about heavy equipment maintenance and dedicated to helping our customers maximise productivity and achieve targets through optimal fleet and plant performance.

<ul><li>Mader Group&rsquo;s casual workforce model, diversification into segments beyond mining maintenance, and strong earnings growth rate, have Macquarie initiating with Outperform.</li><li> -Mader Group is Australia&rsquo;s largest provider of heavy equipment maintenance -Yet underpenetrated in Australia&rsquo;s mining industry -Attractive model for employees, solid growth trajectory -Macquarie initiates with Outperform</li></ul>

Mader Group&rsquo;s casual workforce model, diversification into segments beyond mining maintenance, and strong earnings growth rate, have Macquarie initiating with Outperform. -Mader Group is Australia&rsquo;s largest provider of heavy equipment maintenance -Yet underpenetrated in Australia&rsquo;s mining industry -Attractive model for employees, solid growth trajectory -Macquarie initiates with Outperform

Financial news, analysis and data for self-managing and self-researching investors with key focus on the Australian Stock Exchange (ASX)