The Key Themes From The Recent Reporting Season

On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following; The 3 key themes from this reporting season; The resilience of the consumer Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation Who has pricing power and successfully passed on costs? Banks Competition for lending & deposits CBAs valuation Retail Saving buffers have provided support to consumers but how long can this be sustained? Healthcare Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices Real Estate Goodman Groups investment in data centres Why Rob prefers Goodman Group over NextDC Building Supplies James Hardie's margin expansion due to cost dis-inflation Packaging Destocking of high stock levels post covid providing tail winds for Amcor Links Rob's reporting season research report can be found here To request a Wilsons advisor to contact you click here To stay up to date with WILSONS on LinkedIn The Invest it Best podcast is proudly brought to you by WILSONS , one of Australia's leading financial advisory firms. WILSONS Financial Services Guide (FSG) can be found here

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The Key Themes From The Recent Reporting Season is an episode from Invest it Best by Wilsons Advisory.

This episode is 25:33 long.

This episode was published on Sep 4, 2023.

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