TMS Insights February 2025: Mid-season report card
CBA is turning the screws on the rest of the banking pack, and Bendigo just got a rare ASX please-explain. In this episode of TMS Insights, Ben and Jeremy work through the middle of reporting season.
In this episode:
- Commonwealth Bank delivers the sector's only clear beat while Bendigo's shocker shows the gap widening between the biggest bank and the rest.
- CSL reaffirms guidance but gets sold off anyway, after vaccine weariness hits the Seqirus flu business in its most important season.
- Goodman raises $4 billion for data centres and closes the book by midday, with a land bank competitors would crave.
- Mineral Resources beats expectations, but a once-in-45-years cyclone has done real damage to the biggest haul road in the world.
- And Seek's massive platform unification lands on time and under budget, even as the jobs market softens around it.
Companies discussed: Commonwealth Bank (CBA), NAB (NAB), Westpac (WBC), Bendigo Bank (BEN), CSL (CSL), Goodman Group (GMG), ResMed (RMD), Light & Wonder (LNW), Mineral Resources (MIN) and Seek (SEK).
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