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.
