Reporting season 1HY25 is over … time to take stock!
Marc Kennis, February 28, 2025
Reporting season is over…time to take stock
Stuart Roberts from Stocks Down Under shares insights on market trends on Ausbiz. He notes strong performances from BlueScope (ASX:BSL), Worley (ASX:WOR) and A2 Milk (ASX:A2M), citing potential interest rate cuts that could benefit alternative financial stocks. Stuart highlights the resurgence of the energy sector and suggests investors focus on oil, gas and related industries.
Stuart discusses Whitehaven Coal (ASX:WHC), noting significant drops in coal prices but ongoing strong performance. Despite past supply constraints, Australian producers continue to deliver high-calorific coal. He points out that thermal coal markets may face a deficit by 2027, presenting opportunities for companies like Whitehaven Coal.
In life sciences this reporting season, Stuart mentions Island Pharmaceuticals (ASX:ILA) and its promising work on drugs for bioterrorism threats, such as dengue and Ebola. He sees 2023 as a pivotal year for data in life sciences, with many firms reaching key trial phases. Stuart suggests paying attention to unique, pre-revenue opportunities in life sciences.
Watch the entire interview here!
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