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Cochlear’s financial year 2025 results and outlook
Roger Montgomery
August 18, 2025
Cochlear’s financial year 2025 (FY25) results delivered a steady, if unspectacular, performance that broadly aligned with the company’s June guidance reset. Revenue came in at $2.34 billion, consistent with market expectations following the downgrade, while underlying net profit landed at $392 million – the low end of the revised $390-400 million range.
These results reflected a year of mixed dynamics: implants and acoustics continued to post strong growth, but the Services segment remained a significant drag on both revenue momentum and operating leverage. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Super Retail Group financial year 2025 results
Roger Montgomery
August 25, 2025
Super Retail Group (ASX: SUL), the parent company of brands like Supercheap Auto (SCA), Rebel Sport, BCF, and Macpac, just released its full-year 2025 results, delivering a strong performance and beating consensus net profit after tax (NPAT) and earnings before interest and tax (EBIT) expectations on the back of accelerating like-for-like (LFL) sales growth, better-than-expected gross margins, and tight cost control. Continue…
by Roger Montgomery Posted in Companies.
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Breville Group financial year 2025 results: solid growth amid tariff clouds
Roger Montgomery
August 21, 2025
Breville Group (ASX: BRG), the premium kitchen appliance maker behind brands like Breville and Sage, has released its full-year results for financial year 2025 (FY25). The company’s results largely met or slightly exceeded expectations, with strong revenue growth across regions and categories. Strategic initiatives including geographic expansion and manufacturing diversification were highlighted.
However, attention has been drawn to looming U.S. tariff impacts, which could pressure margins next year and beyond. Continue…
by Roger Montgomery Posted in Companies, Financial Services, Stocks We Like.
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Path forward for Australia to implement nuclear power generation
Roger Montgomery
August 24, 2025
Australia’s longstanding objection to nuclear power stems from a combination of historical, environmental, and political factors. The country has abundant uranium reserves but no operational nuclear power plants, with federal bans under the Environment Protection and Biodiversity Conservation Act 1999 and the Australian Radiation Protection and Nuclear Safety Act 1998 prohibiting their construction. Continue…
by Roger Montgomery Posted in Energy / Resources, Market commentary.
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Cracks in the foundation – Australia’s growing housing crisis
David Buckland
August 4, 2025
Last week, I attended an Australian housing market update from Eliza Owen, Head of Research at Cotality (formerly Core Logic). Below are some key insights that I thought were worth highlighting. Continue…
by David Buckland Posted in Market commentary, Property.
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Life360 – another excellent quarterly performance
David Buckland
August 12, 2025
Life360’s (ASX:360) June 2025 quarterly results saw its share price react very positively, appreciating 9.6 per cent to A$41.46, at the time of writing. This follows on from an 18 per cent increase following its March 2025 quarterly results. Continue…
by David Buckland Posted in Stocks We Like, Technology & Telecommunications.
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Australia’s migration system: broken, according to Labor’s own minister
Roger Montgomery
September 3, 2025
Over the weekend, many Australians took to the streets to raise awareness about the adverse consequences and costs of Australia’s current migration policy. Those marches were peaceful, except, of course, in Victoria (where the government has legislated, or seeks to legislate, working from home and stealing from Woolworths, Bunnings, and Coles). Unfortunately, a radical element has grabbed the headlines, but setting those headlines aside, it is worth noting that the current architects of Australia’s migration policy have MPs who agree the system is broken and failing to deliver for Australia. Continue…
by Roger Montgomery Posted in Market commentary.
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Tuas: Roaring ahead with strategic acquisition and growth potential
Roger Montgomery
September 1, 2025
As we have previously reported, Tuas Ltd (ASX:TUA) is a rising star in the telecommunications sector. The company continues to solidify its position as a formidable player in Singapore’s competitive telecom market. Broker Peloton Capital has also been following the company closely and recently reported on a major acquisition. Continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Is the equity boom entering a bubble phase?
Roger Montgomery
August 15, 2025
There’s some early evidence the equity boom is entering a bubble phase.
Bubbles can last and keep inflating for a long time. Missing out can be costly, but predicting the exact moment of a bubble’s demise is a waste of time. So, the right strategy isn’t prediction but rebalancing and a little tactical asset allocation. That way, you can remain invested and still outperform, if only relatively, even if markets pull back.
This article was first published in The Australian on 05 August 2025. Continue…
by Roger Montgomery Posted in In the Press, Market commentary.
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QBE’s strong half year results
Roger Montgomery
August 11, 2025
QBE Insurance Group (ASX:QBE), a top 10 company in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, has delivered an impressive 2025 first-half result, significantly outperforming analyst expectations across key metrics.
Bolstered by strong investment income, favourable underlying prior-year claims development (PYD), and below-budget catastrophe (CAT) claims, QBE’s results underline its operational strength and strategic progress. Despite challenges such as moderating premium rate increases and elevated large losses in North America, the company’s reaffirmed financial year 2025 (FY25) guidance and robust capital position signal further upside potential. Continue…
by Roger Montgomery Posted in Companies, Insurance, Stocks We Like.
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