Dear %%first_name%%,
It’s that time of year again – earnings season is set to dominate August. So, what can we expect this year? In today’s note I discuss local and US developments and what they could mean for our stock market next month and beyond.
Also in the Switzer Super Report, with speculation that Telstra could cut its dividend, Paul Rickard shares his analysis on the telco. How much could it cut? And with Australia’s tourism industry booming, James Dunn takes a look at what this means for travel stocks, including an airline, an airport and ticket booking companies.
Plus, Matthew Haupt shares 6 predictions for the upcoming reporting season and some companies to watch. In Buy, Sell, Hold – what the brokers say, brokers put Northern Star Resources in the good and not-so-good books, while Navitas was downgraded.
Sincerely,
Peter Switzer