Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 473

Reporting season shows companies meeting challenges

The August reporting season was far better than originally feared by many market participants. Analysts downgraded aggregate earnings by close to half a percent against an historic average of 0.8%. Downgrades were mainly on well-publicised cost headwinds, including raw materials price inflation and rising wages combined with now more expensive debt.

Pleasingly, offsetting costs, revenue growth was far stronger than expected, particularly for industrial companies. ASX200 non-financial revenue has been upgraded by 0.8% for the next 12 months, amongst some of the largest revenue upgrades in the last 20 years.

Fear leading up to the reporting season

There was a lot of uncertainty in the past 12 months, as the world moved from pandemic fears to the reopening of economies, while rampant inflation also caught the world by surprise. The share market is a fantastic gauge for fear and greed and has been on a rollercoaster ride, with investors switching from inflation fear to recession fear.

Consumer and corporate confidence plunged, and news reports of falling house prices become common place. As central bankers in Australia (and overseas) appear committed to raising rates, analysts were consistently downgrading the earnings outlook for corporates.

This reporting season was heavily anticipated, as investors prepared to assess just how bad the state of our economy is.

And the truth is, it’s not that bad.

How we fared on specific companies

Consumer sentiment, by and large, seems to be holding up well. Most retailers reported strong FY22 performances and even the July and August trading updates have been exceptional (partly due to cycling lockdowns last year in Sydney and Melbourne).

The likes of JB Hi-Fi (ASX:JBH) and Super Retail Group (ASX:SUL) have both seen strong share price recovery post result as trade remains buoyant.

Consumer staples such as Coles Group (ASX:COL) and Woolworths Group (ASX:WOW) that have been the investor favourites off the back of expectations they would be inflationary beneficiaries, have both disappointed. They have been unable to pass on all the cost inflation to consumers and say they need to provide more promotions to draw consumers into stores.


Source: Morningstar.com

Not surprisingly, costs were highlighted as an issue for most businesses during reporting season, though most are able to pass through higher prices. Labour costs have been cited as most acute and the margins outlook over the next 12 month will be under pressure. This is perhaps an indication that inflation is likely to be elevated for some time yet.

Housing stocks experienced continued demand and there is an extended pipeline for the building materials businesses. We are seeing sharp falls in forward new builds as rates rise. For building materials businesses though, rising cost pressure is the main issue, with many unable to offset this with price increases. This is the area of concern in the next 12 months as demand falters.

Commodities businesses have mostly reported strong revenue growth, however they have been dampened by sharp rising costs. Despite being awash with free cash flow, many have chosen to pay out less than expected in dividends, as they contemplate acquisitions and growth in capital expenditures.

Mixed results from tech

The big laggard in performance over the past 12 months has been the technology sector. It is true that most of them have reported better results, although this is more as a result of cost savings, rather than a brighter revenue outlook.

Equally, we have heard from many unprofitable businesses this season that are setting out a clear path to profitability and have subsequently been rewarded by sharp share price jumps, some of up to 50% on the day. One such company is Kogan (ASX:KGN).


Source: Morningstar.com

We also seen takeovers in this sector as many of those fast-growing businesses are now trading on their cheapest revenue multiples in years. Aerial imagery technology and location data company, Nearmap (ASX:NEA), is a good example, defying sceptics and delivering good results with a takeover bid at a 40% premium.

Some of the other bright spots of this reporting season also include likes of China-facing companies such as Treasury Wines and A2 Milk. Both former market darlings underpinned by structural demand from Asian consumers experienced significant earnings challenges as China has undergone regulatory reform and lockdowns. Pleasingly both have now come through with strong outlook for the coming years as they overcome near term challenges. We believe businesses such as these will continue to deliver returns regardless of economic cycle.

In better shape than expected

There has never been a dull moment during this reporting season, and it was good to see many corporates continuing to experience buoyant trading conditions and managing rising costs. We are heading into a weaker FY23 as consumers and corporates tighten their belts, though we are still expecting above trend earnings growth in the high single digits (excluding resources companies). In short, our economy still in good shape.

 

Jun Bei Liu is Lead Portfolio Manager, Alpha Plus Fund at Tribeca Investment Partners, a specialist investment manager partner of GSFM Funds Management, a sponsor of Firstlinks. The information in this article is provided for informational purposes only. Any opinions expressed in this material reflect, as at the date of publication, the views of Tribeca and should not be relied upon as the basis of your investment decisions.

For more articles and papers from GSFM and partners, click here.

 

RELATED ARTICLES

Reporting season – expect early signs of downgrading

Six stocks on our radar following strong reporting season

A new income scorecard for the ASX 200

banner

Most viewed in recent weeks

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

Latest Updates

Shares

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

Exchange traded products

AFIC on its record discount, passive investing and pricey stocks

A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?

Superannuation

Hidden fees are a super problem

Most Australians don’t realise they are being charged up to six different types of fees on their superannuation. These fees can be opaque and hard to compare across different funds and investment options.

Shares

ASX large cap outlook for 2025

Economic growth in Australia looks to have bottomed, which means it makes sense to selectively add to cyclical exposures on the ASX in addition to key thematics like decarbonisation and technological change.

Property

Taking advantage of the property cycle

Understanding the property cycle can be a useful tool to make informed decisions and stay focused on long-term goals. This looks at where we are in the commercial property cycle and the potential opportunities for investors.

Investment strategies

Is this bedrock of financial theory a mirage?

The concept of an 'equity risk premium' has driven asset allocation decisions for decades. A revamped study suggests it was a relatively short-lived phenomenon rather than the mainstay many thought.

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

Sponsors

Alliances

© 2024 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.