Advertise on podcast: 4-Minute Monday — Your wrap up of reporting season

Who were the winners of the February 2022 Reporting Season? Last week saw Rio Tinto announce a record result, confirming the second biggest profit in Australian corporate history and declaring the nation’s biggest ever dividend on the back of strong commodity prices. So what can we expect from the company in 2022?  Geopolitics is sadly at the front and centre, with a human tragedy unfolding in Ukraine following invasion by Russian forces. As substantial providers of oil and gas to the world, and with fears of the war escalating, will we continue to see a risk-off event globally? With the February reporting season now at an end, what were the highlights, lowlights and key themes for the month? Brad Potter, Tyndall AM’s Head of Australian Equities, details his views in episode four of the February 2022 4-Minute Monday podcast.

Woodside outperformed the market this week, with standout cashflows, and earnings and the dividend ahead of expectations.  For other companies, however, inflationary pressures and labour shortages are finding their way into prices and bringing a potential headwind for future profitability. But how much of this is a transitory impact of COVID? M&A, meanwhile, continues at pace, with Crown agreeing to a takeover offer this week, and private equity and pension funds continuing to compete for hard, long duration assets.  Brad Potter, Tyndall AM’s Head of Australian Equities, details his views in episode three of the February 2022 4-Minute Monday podcast. 

Suncorp and IAG delivered results this week that were ahead of market expectations, underpinned by strong written premium and volume growth despite La Nina and elevated natural hazard claims more generally. Meanwhile, results from Australia’s big banks raised as many questions as they answered. What do rising interest rates mean for Australia’s big 4 banks, and where is growth most apparent? Brad Potter, Tyndall AM's Head of Australian Equities, details his views in episode two of the February 2022 4-Minute Monday podcast.

This profit season comes off the back of a global market sell-off as central banks begin to tighten monetary policy. With rising borrowing costs as companies deal with pandemic challenges, and supply chain disruptions, what's the knock-on effect on companies reporting this season? Brad Potter, Tyndall's Head of Australian Equities discusses his views in episode one of February 2022’s 4-Minute Monday podcast.

Two themes dominated the month; the impact on Australian miners due to the fall in the iron ore price; and the emergence of the COVID reopening trade. What’s the outlook for the mining sector? And what stocks are set to outperform as the economy starts to reopen?  Brad Potter shares his view in the final episode of 4-Minute Monday for the August 2021 reporting season.