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Livewire - Winners and Losers this reporting season - 30/08/19

30/08/19 - One of the busiest times on the investor calendar is finally over. Fund managers are returning home to see their families, and investors don't need to worry about stocks crashing on bad results for time-being.

This August, just 22.4% of stocks covered by FNArena beat expectations, the weakest result in more than three years, with the ratio of beats to misses also sitting at multi-year lows. It’s not all bad news though, as the number of rating upgrades improving significantly compared to February.

In this week’s Thematic discussion, Ben Clark from TMS Capital speaks to Jun Bei Liu from Tribeca and Andrew Mitchell from Ophir Asset Management to get their take on how the health of corporate Australia is holding up this year.

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