21 ASX stocks that should be on your radar
Автор: Livewire Markets
Загружено: 2025-09-01
Просмотров: 11742
Another reporting season is in the books, so it’s time again to sit down with the Yarra Capital Management Equities team to discuss the key takeaways and, more importantly, what lies ahead.
Livewire's Chris Conway is joined by Marcus Ryan, Michael Steele, and Joel Fleming, who represent the entire market cap spectrum, from micro to large caps.
Time codes
0:28 - Characterising the season
1:43 - What were the major themes?
2:49 - Highlight of the season
3:52 - Lowlight of the season
4:25 - Large-cap themes and stocks to watch
9:49 - Small-cap themes and stocks to watch
12:30 - Micro-cap themes and stocks to watch
15:40 - Sector focus: consumer
18:27 - Sector focus: financials
21:32 - Sector focus: property
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