Market Earnings Season

The full year earnings season for listed companies on the ASX is upon us. MacroBusiness will endeavour to report earnings and surprises on the relevant ASX200 stocks, particularly the banks, retail/discretionary and resource companies as they come through over the next month or so.

This post will be updated continously with links to the announcements, so favourite it in your bookmarks.

Notes to tables below:

1. If not mentioned in the “Announcement” column, the results are for the full financial year 2010-2011.
2. Additional companies may be added as they notify the ASX of pending announcement dates.
3. Use the find function on your browser to source a company by code or name.

Date Company Name ASX Code Result Reported XD Date Notes
27/07/2011 GUD Holdings GUD
4/08/2011 Rio Tinto RIO First HY YES 10/08/2011 $7.6B profit, increased by 30% but ROE slipping
4/08/2011 Transurban Group TCL YES 24/06/2011 $118M profit, 9% ROE, low yield for high risk
4/08/2011 Energy Resources Aust ERA YES No dividend $121M loss, no dividend, book value $4.34
5/08/2011 Resmed RMD YES No dividend $227M profit (USD), nil dividend, 16% ROE
8/08/2011 Bendigo and Adelaide Bank BEN YES 27/08/2011 $342 profit, increased arrears
8/08/2011 JB Hi-Fi JBH YES 17/08/2011 $134M profit down 7% ue to writedown but sales up 8%
9/08/2011 Cochlear COH YES 26/08/2011 $181M profit, sales up 17%, solid result
9/08/2011 Bradken BKN YES 15/08/2011 $87M profit, earnings up 13%, FY12 profit to increase 25%
9/08/2011 Reckon RKN First HY YES 17/08/2011 $9M profit up 5%, improved margins, no debt
9/08/2011 Coca Cola Amatil CCL First HY YES 12/08/2011 24% drop in earnings due to re-structure, sales up
9/08/2011 National Australia Bank NAB Q3 Update YES 27% rise in Q3 profit, no increase in bad debt charge
10/08/2011 Flexigroup FXL YES 8/09/2011 $52.9M profit, up 27%, 12-15% profit growth for next year
10/08/2011 Commonwealth Bank CBA YES 16/08/2011 $6.6B profit, increase of 11%, forecasting slow growth
10/08/2011 Computershare CPU YES 19/08/2011 $264M profit, down 10% on flat revenue
10/08/2011 Stockland SGP YES N/A $754M profit, up 57%, volatile earnings, reliance on housing
11/08/2011 Dominoes Pizza DMP YES 24/08/2011 $21.4M profit, up 19%, guidance 15% profit growth, excellent result
11/08/2011 Alumina AWC YES 16/08/2011 $68M profit, up 53%, mostly due to increased prices
11/08/2011 Aquarius Platinum AQP YES N/A Net loss of $10.4M due asset impairment, $148M without
11/08/2011 Telstra TLS YES 23/08/2011 $3.2B profit, down 17%, 28 cent div, forecast 5% growth
15/08/2011 Ansell ANN YES 23/08/2011 $US121M profit, up 15%, sales grew by 11%, cautious outlook
15/08/2011 iiNet IIN YES 30/08/2011 $33.3M profit, down 3%, but revenue up 48%, poor capital management
15/08/2011 Leighton Holdings LEI YES No dividend $408M loss, no dividend, forecasting $600M profit next year
15/08/2011 Newcrest Mining NCM YES 26/09/2011 $908M profit, up 68%, carbon tax equivalent to 1c move in AUD/USD
15/08/2011 UGL UGL YES 22/08/2011 $164M profit, up 9%, strong order book, low gearing
16/08/2011 CFS Retail Property Trust CFX YES N/A $532M profit, property income up 13%, low gearing
16/08/2011 Commonwealth Property Office CPA YES N/A $197.7M profit, income up 14%, net assets up 24%
16/08/2011 James Hardie Industries JHX 1Q Results YES N/A $1M profit, down 99%, poor guidance
16/08/2011 Onesteel OST YES $230.3M profit, down 11%, 400 job losses, uncertain future
16/08/2011 Car Sales CRZ YES $58.3M profit, up 35%, excellent result
16/08/2011 Oz Minerals OZL First HY YES $113.9M profit, AUD gain wiped out all copper/gold price increase
16/08/2011 Tabcorp Holdings TAH YES 19/08/2011 $534M profit, up 14%, but small net loss due to demerger
17/08/2011 ARB Corporation ARP
17/08/2011 Boral BLD
17/08/2011 Brambles BXB
17/08/2011 ConnectEast Group CEU
17/08/2011 CSL CSL Very Good
17/08/2011 Dexus Property Group DXS
17/08/2011 Fletcher Building FBU
17/08/2011 Forge Group FGE Good
17/08/2011 Henderson Group HGG First HY
17/08/2011 Skycity Entertainment Group SKC
17/08/2011 Woodside Petroleum WPL First HY Good
17/08/2011 Mermaid Marine MRM First HY Good
18/08/2011 AMP AMP
18/08/2011 ASX ASX First HY Good, bad capital mgmt
18/08/2011 Goodman Group GMG
18/08/2011 Platinum Asset Management PTM First HY Good, possible upgrade
18/08/2011 Austal ASB Good
18/08/2011 Rea Group REA Good
18/08/2011 Blackmores BKL Very Good
18/08/2011 Wesfarmers WES Poor ROE
18/08/2011 Village Roadshow VRL First HY unrated
19/08/2011 Billabong International BBG Good, on watch
19/08/2011 Boart Longyear BLY First HY Poor, inconsistent
19/08/2011 Duet Group DUE Poor ROE
19/08/2011 Fortescue Metals Group FMG First HY
19/08/2011 QBE Insurance QBE First HY ROE Trending Down
19/08/2011 Santos STO First HY ROE Trending Down
19/08/2011 Telecom Corp of NZ TEL Poor – High Debt
22/08/2011 FSA Group FSA Very Good
22/08/2011 Amcor AMC Poor ROE
22/08/2011 Bluescope Steel BSL
22/08/2011 Challenger CGF Poor – Low ROFE
22/08/2011 Caltex Australia CTX First HY
22/08/2011 NIB Holdings NHF unrated
22/08/2011 Servcorp SRV Good
22/08/2011 Fantastic FAN Good
22/08/2011 Nuplex Industries NPX Poor – Low ROFE
23/08/2011 Consolidated Media Holdings CMJ Poor – inconsistent
23/08/2011 Emeco Holdings EHL Poor ROE
23/08/2011 Foster’s Group Ltd FGL Poor ROE
23/08/2011 Mirvac Group MGR Poor ROE
23/08/2011 Origin Energy ORG Poor ROE
23/08/2011 Oil Search Ltd OSH First HY Poor – high intangibles
23/08/2011 Sonic Healthcare Ltd SHL Poor – high intangibles
23/08/2011 Tatts Group TTS Poor – high intangibles
23/08/2011 Monadelphous MND Good
24/08/2011 Asciano AIO Poor ROE
24/08/2011 APA APA Poor ROE
24/08/2011 BHP Billiton BHP Good
24/08/2011 Downer EDI DOW Poor ROE
24/08/2011 Mortgage Choice MOC Good, on watch
24/08/2011 Qantas Airways QAN Poor – airline company
24/08/2011 Suncorp Group SUN Poor ROE
24/08/2011 Southern Cross Media Group SXL unrated
24/08/2011 WorleyParsons WOR Poor – high intangibles
24/08/2011 WOTIF.COM Holdings WOT Good
25/08/2011 AGL Energy AGK
25/08/2011 Cabcharge CAB Wonderful
25/08/2011 Charter Hall Group CHC Poor ROE
25/08/2011 Crown CWN Poor ROE
25/08/2011 Insurance Australia Group IAG Poor ROE
25/08/2011 IOOF IFL unrated
25/08/2011 Iluka Resources ILU First HY Poor – inconsistent
25/08/2011 MAp Group MAP First HY Poor ROE
25/08/2011 PanAust PNA First HY Poor – inconsistent
25/08/2011 PaperlinX PPX Poor ROE
25/08/2011 Reece Australia REH Wonderful
25/08/2011 Ramsay Health Care RHC Poor – High Debt
25/08/2011 Roc Oil ROC First HY Poor – inconsistent
25/08/2011 Toll Holdings TOL Poor ROE
25/08/2011 Transfield Services TSE Poor – high intangibles
25/08/2011 Virgin Blue Holdings VBA Poor – airline company
25/08/2011 Woolworths WOW Wonderful
26/08/2011 Acrux ACR Poor ROE
26/08/2011 Fairfax Media FXJ Poor ROE
26/08/2011 GPT Group GPT First HY Poor ROE
26/08/2011 Lend Lease LLC Poor ROE
26/08/2011 Perpetual PPT ROE Trending Down
26/08/2011 Spark Infrastructure SKI First HY Poor ROE
27/08/2011 Matrix and Composites MCE not yet rated
29/08/2011 Goodman Fielder GFF Poor ROE
29/08/2011 QR National QRN Poor ROE
31/08/2011 Paladin Energy PDN Poor – inconsistent

Comments

  1. Will clean up the table and include whether or not reported with links to posts.

    Also will expand other data.

    Finally, will be adding stocks – again some smaller companies haven’t notified WHEN they will be reporting, and IMO these are more relevant to follow then some of the “blue chips”, as you can most are of poor investment grade….

  2. Do you folks want ex dividend date data as well?

    I’m redoing the table above to include, plus a field for when they report and the link to the report/post/news, and another field for our notes on the earnings (e.g surprise, crap, normal)

  3. Yes it would be handy to have ex divi dates.

    do you think that the underperformance / bad reports have any thing to do with the AUD. I heard trhat most analysis and projections for the 2011 year had been calculated on 85c – aud/usd. so every day we are over this makes some companies performance worse. … ie bhp/rio are losing a lot on the currency trade.

    I still have issues with WOW, I’m not convinced that it deserves the wonderful tag. I have been out of this for close to 4 years after a previous happy relationship with good performance, based on management of supply, costs and market growth, I see that they have manipoulated the suppliers the most they can and now they are dependant on consumers spending more but the consumer is under cpi, interest rate and other pressures, so they will look to alternative cheaper places to buy (ALDI etc) and i think they are 2 late on the hardware shop setup, houses apparently according to other macrobloggers are goooone and this will stop people “doing up” the place to sell as there is no point spending $40,000 to get an additional $30k when selling. (just my 2c worth)

  4. Sorry, but if it isn’t too much to ask, instead of having the reports in the form of an image, could you upload it as a spreadsheet?

      • Thanks Prince,

        That would be great. Hey! I was watching the doco “the ascent of money” the other night and I saw you (well, they reckon it was Fibonacci, but damn, it looks just like your photo ;))!

        hehehe…
        Cheers!

  5. Updated with yesterdays results summary.

    Todays results (which include CBA) will be posted later today (unless the market goes nuts like yesterday)

  6. Any chance of getting MCE added to the list? They are due to report 27/8/11 I believe and have good potential.

      • Got my dates mixed up. MCE reported today Prince. Wasn’t as bright as I had hoped. MCE is down about 8% today. On a lighter note BGL looks promising.

  7. Updated with Monday’s results here: http://www.macrobusiness.com.au/?p=30234

    Newcrest (NCM) looks really good – will probably do a full valuation on them. Note how the effect of 1c up in AUD/USD is the same impact of an entire year’s carbon tax…

    Sorry for the delay folks, been moving and sans reliable internet. Today’s and Tuesdays updates coming up soon as I catch up.

    Lot’s of interesting results – but no surprises so far.

  8. bbg got smoked
    retailler on a down day realeasing not so good accounts.
    still probably best of a bad bunch.