ASX reporting season checklist (free download)
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What is the significance of ASX reporting season?
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It's the Australian Finance Podcast and Australian Investors Podcast that we're airing to today.
It's been a while since we've had a crossover.
Yeah, crossover episode reaching tens of thousands of investors, which is fantastic, and everyone wanting to know what's going to happen in the month of August.
Yes, and August is special because?
It's reporting season here in Australia. So that means companies that are Australian release their results, whether it's full year or half year, they release their results. There'll be typically three reports with every company result. You'll get a media release, which is the thing that they want you to read. They'll give you an investor presentation, which is the thing that they go through with analysts on a investor call. And then you'll get the actual accounts. So these will typically be preliminary final results or an annual report. And they all come out at the same time when the company releases its results.
Yeah. So reporting season might be unfamiliar for listeners of our finance podcast. Why is it important and worth keeping an eye on?
Yeah, sure. So this is a good episode for anyone that wants to understand what reporting season is, but also we've created a Google sheet, a Google document that you can download and it actually links together some of our best resources on analyzing companies. So whether you're a value investor and you're looking to monitor your companies and that kind of sift through all of our best investors podcast episodes or Or if you're someone who's just experiencing this for the first time and want to know why my company rose or fall so dramatically, reporting season is a really good time of the year to actually understand what companies are doing and what they're forecasting for the year ahead. And this reporting season in particular is one that we wanted to pay extra attention to.
because it's actually the time when many companies will probably air a lot of dirty laundry because we've basically had 10 years of really strong economics here in Australia. We've had falling or low interest rates, house prices going up and the wealth effect in full effect. And we've also had low inflation and these types of things. This is the first period where basically all of those things have reversed. And so a lot of investors will be anxious about reporting season and what that means to their portfolios. And so this checklist that I've created and the documents that we've put together actually help people understand kind of how to analyze businesses, whether you've never done it before or whether you're experienced.
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Chapters
5 chapters
1
What is the significance of ASX reporting season?
0:00–7:55
2
What should investors expect during the ASX reporting season?
7:55–16:04
3
How can investors prepare for ASX reporting season?
16:04–18:34
4
What are the key documents released during reporting season?
18:34–25:27
5
What are the most important factors to analyze in company reports?
25:27–26:41
Speakers
2 identifiedMore from Australian Finance Podcast
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