Uncovering hidden value during February reporting season.

07 March 2023

A review of the February 2023 reporting period

The Tyndall AM team looks back at how Australia’s listed companies performed through February amidst various trends and challenges, including the impact of rising interest rates, higher insurance claims, elevated energy costs and a tightening regulatory environment.

Brad Potter (Head of Australian Equities), Jason Kim (Portfolio Manager), Michael Maughan (Portfolio Manager), and Stefan Hansen (Senior Analyst) discuss this and more in their earnings season wrap.

07 March 2023

Brad Potter

Head of Australian Equities

EXPERT INSIGHTS INTO REPORTING SEASON.

Discover More

<img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE3MDciIHZpZXdCb3g9IjAgMCAyNTYwIDE3MDciPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" width="2560" height="1707" decoding="async" data-src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid"><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE3MDciIHZpZXdCb3g9IjAgMCAyNTYwIDE3MDciPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" width="2560" height="1707" decoding="async" data-src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid"><noscript><img width="2560" height="1707" decoding="async" src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid">

On the hunt for tomorrow’s CSL.

Discover More

<img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE3MDciIHZpZXdCb3g9IjAgMCAyNTYwIDE3MDciPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" width="2560" height="1707" decoding="async" data-src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid"><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE3MDciIHZpZXdCb3g9IjAgMCAyNTYwIDE3MDciPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" width="2560" height="1707" decoding="async" data-src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid"><noscript><img width="2560" height="1707" decoding="async" src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid">

Five emerging healthcare heroes.

Discover More

<img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE3MDciIHZpZXdCb3g9IjAgMCAyNTYwIDE3MDciPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" width="2560" height="1707" decoding="async" data-src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid"><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE3MDciIHZpZXdCb3g9IjAgMCAyNTYwIDE3MDciPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" width="2560" height="1707" decoding="async" data-src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid"><noscript><img width="2560" height="1707" decoding="async" src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid">

7 key themes (and 4 stocks) to watch this reporting season.

Discover More

<img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE3MDciIHZpZXdCb3g9IjAgMCAyNTYwIDE3MDciPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" width="2560" height="1707" decoding="async" data-src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid"><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE3MDciIHZpZXdCb3g9IjAgMCAyNTYwIDE3MDciPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" width="2560" height="1707" decoding="async" data-src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid"><noscript><img width="2560" height="1707" decoding="async" src="https://tyndallam.com/wp-content/uploads/2023/08/shutterstock_88412323-scaled.jpg" class="img-fluid">

How bad will the fixed-rate mortgage cliff be?

Discover More

Will service stations be stranded assets?

Discover More

SIGN UP TO INSIGHTS AND NEVER MISS AN ISSUE

If you haven’t already, subscribe to Insights for the latest information on Australian Equities delivered directly to your inbox.

How to invest

Choose your fund ›

Read the PDS ›

Complete the form ›

For any enquiries in relation to our products, please contact Investor Services on 1800 034 494.

tyndall-invest-img

<iframe src="https://www.googletagmanager.com/ns.html?id=GTM-KML2FPQ" height="0" width="0" style="display:none;visibility:hidden" aria-hidden="true"></iframe>