TMS Insights August Reporting 2021

23 August 2021

Ben and Jeremy bring you a reporting season update at the halfway point. Overall company results have been better than expected and the rising bond yields that were affecting markets back in February have all but reversed with the recent lockdowns across Australia. Larger companies continue to show relative immunity to economic consequences of rolling lockdowns, compared to small businesses, that are feeling the affects. They look at the takeovers and capital management of a number of large listed companies and assets. Stock results discussed include REA, SKI, SYD, BHP, RIO, FMG, WPL, DRR, CSL, COH, RMD, FPH, CBA and MFG.

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