Episode 30: Buy the Dip?
This week, mega-cap earnings disappoint as investors ask “where’s the revenue”, US economy starts to show cracks and middle east conflict flares up (again)
AMP (AMP) – AMP delivered strong results, focusing on cost management and strategic partnerships, while enhancing shareholder returns and strengthening its balance sheet.
Audinate (AD8) – Audinate saw robust growth but anticipates a transitional year as it shifts toward software solutions, which may temporarily impact revenue.
Woodside Energy Group (WDS) – Woodside’s shares dropped following a major acquisition in clean ammonia, with mixed market reactions on its timing and potential returns.
QBE (QBE) – QBE’s profitability surged, driven by lower catastrophe costs and premium growth, leading to higher dividends and a streamlined portfolio.
Trade of the Week: Whitehaven Coal (WHC) – Whitehaven is highlighted due to rising coal prices and strong export demand, presenting a value opportunity in the current market.
ASX Earnings Season Webinar Series
