Part 1. First Installment of Two-Part Discussion of Value Drivers for No-Moat Seven Group; WesTrac

APA Group - Too Much Risk, Not Enough Reward

Australian Reporting Season: Insurance Australia Group, Villa World & Wesfarmers

Australian Reporting Season: Centuria Capital, Challenger, ANZ (Q3) & NAB (Q3)

Credit Analyst, BondAdviser

Jack Pobjoy

Credit Analyst

Australian bonds & fixed income research

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Credit

As scheduled, Australian reporting season ramped up today (22 August 2018) with <a href="https://www.smartkarma.com/entities/18658" target="_blank" data-smartkarma-citation="entities:18658:1">APA Group (APA AU)</a>, <a href="https://www.smartkarma.com/entities/11248" target="_blank" data-smartkarma-citation="entities:11248:1">Lend Lease (LLC AU)</a> and <a href="https://www.smartkarma.com/entities/803" target="_blank" data-smartkarma-citation="entities:803:1">Seven Group Holdings (SVW AU)</a> reporting full year results (FY18). <a href="https://www.smartkarma.com/entities/675" target="_blank" data-smartkarma-citation="entities:675:1">Coca Cola Amatil (CCL AU)</a> also released its interim results (1H18) while <a href="https://www.smartkarma.com/entities/9538" target="_blank" data-smartkarma-citation="entities:9538:1">Scentre Group (SCG AU)</a> announced its interim results yesterday (21 August 2018). 
Out of these credits, APA Group and Seven Group grabbed our attention the most. The former is currently subject to a conditional Implementation Agreement…

As scheduled, Australian reporting season ramped up today (22 August 2018) with APA Group (APA AU), Lend Lease (LLC AU) and Seven Group Holdings (SVW AU) reporting full year results (FY18). Coca Cola Amatil (CCL AU) also released its interim results (1H18) while Scentre Group (SCG AU) announced its interim results yesterday (21 August 2018). 
Out of these credits, APA Group and Seven Group grabbed our attention the most. The former is currently subject to a conditional Implementation Agreement…

Australian Reporting Season: APA Group, Coca Cola Amatil, Lendlease, Scentre Group & Seven Group