Reporting season 1HY25 is over … time to take stock!

Marc Kennis 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!

 

What are the Best ASX Stocks to invest in right now?

Check our ASX stock buy/sell tips

 

Blog Categories

Get Our Top 5 ASX Stocks for FY25

Recent Posts

Semiconductor Conference 2025

Mark the Pitt Street Research Semiconductor Conference 2025 in your calendars!

The Pitt Street Research Semiconductor Conference 2025 is coming up! Pitt Street Research in partnership with Bell Potter are thrilled…

how to use ai to pick stocks

Here’s How to Use AI to Pick Stocks and Whether or Not It is a Good Strategy

As Artificial Intelligence (AI) becomes more widespread, investors are asking how to use AI to pick stocks. We will cover…

Appen shares

Appen shares have plunged 90% from their peak! Is there any end to the bloodbath in sight?

There are few ASX shares that have seen such a fall from grace as Appen shares since 2020. In those…