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Narratives

Daily notes – Nick Scali, CBA

Nick Scali (NCK) – like-for-like sales flat and margins under pressure…
CBA (CBA) – Not growing, some pockets of stress, but overall okay…

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Narratives

Daily notes – GUD, ZIP, Bubs & Beach

GUD (GUD) – Another cyclical marker… ZIP Co (Z1P) – Lending money like it’s going out of fashion… Bubs (BUB) – Goat formula a hit… Beach Energy (BPT) – Leading the bounce…

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Narratives

Daily notes – Netwealth, AMP

Netwealth (NWL) – Growth slowing?.. AMP Limited (AMP) – Where to from here?..

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Narratives

Daily notes – Challenger, Pinnacle & Sims

Challenger (CGF) – Equity market blowback… Pinnacle Investment Management (PNI) – Distribution continues… Sims Metal (SGM) – Margin compression and Turkey

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Narratives

KGN, APT, MP1 & NGI

Kogan (KGN) – Record trading days but growth slowing… Afterpay Touch (APT) – No end in sight… Megaport (MP1) – Strong operating momentum… Navigator Global Investments (NGI) – Investment losses, outflows and deferred sales cycle…

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