The Key Themes From The Recent Reporting Season

<p>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;</p> <ul><li>The 3 key themes from this reporting season; <ol><li>The resilience of the consumer</li> <li>Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation</li> <li>Who has pricing power and successfully passed on costs?</li> </ol></li> <li>Banks <ul><li>Competition for lending &amp; deposits</li> <li>CBAs valuation</li> </ul> </li> <li>Retail <ul><li>Saving buffers have provided support to consumers but how long can this be sustained?</li> </ul> </li> <li>Healthcare <ul><li>Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices</li> </ul> </li> <li>Real Estate <ul><li>Goodman Groups investment in data centres</li> <li>Why Rob prefers Goodman Group over NextDC</li> </ul> </li> <li>Building Supplies <ul><li>James Hardie's margin expansion due to cost dis-inflation</li> </ul> </li> <li>Packaging <ul><li>Destocking of high stock levels post covid providing tail winds for Amcor </li> </ul> </li> </ul> <p>Links</p> <p>Rob's reporting season research report can be found <a href='https://www.wilsonsadvisory.com.au/news/australian-reporting-season-full-time-match'>here</a></p> <p>To request a <a href='https://www.wilsonsadvisory.com.au/contact-us'>Wilsons advisor</a> to contact you click <a href='https://www.wilsonsadvisory.com.au/contact-us'>here</a> </p> <p>To stay up to date with WILSONS on <a href='https://www.linkedin.com/company/wilsonsadvisory/'>LinkedIn</a></p> <p>The Invest it Best podcast is proudly brought to you by <a href='https://www.wilsonsadvisory.com.au/'>WILSONS</a>, one of Australia's leading financial advisory firms.</p> <p>WILSONS Financial Services Guide (FSG) can be found <a href='https://login.wilsonsadvisory.com.au/public/Wilsons_FSG.pdf'>here</a></p>