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Weekly Wrap 22 August

Bell Direct
August 22, 2025

With 90 companies reporting so far, standout results came from Goodman Group’s (ASX:GMG) datacentre expansion, Bega Cheese’s (ASX:BGA) strong turnaround, and Northern Star’s (ASX:NST) record gold profits, while The a2 Milk Company (ASX:A2M) delivered steady growth. Investors are continuing to rewarding cost control, resilient dividends, and clear guidance, with FY26 shaping up to be stronger across most sectors.

In this week’s wrap, Grady covers:
  • (0:16): an overview of reporting season so far at the end of week 3
  • (0:40): Goodman Group’s results with profit doubling from datacentre expansion
  • (2:06): a dive into Bega Cheese’s results driven by branded volume growth
  • (3:40): why investors are cautious on the a2 Milk Company outlook
  • (4:44): Northern Star’s record-breaking year and what’s ahead
  • (6:32): key themes emerging to consider from this reporting season
  • (7:17): how the local market performed over the last trading week
  • (7:56): the most traded stocks and ETFs this week
  • (8:28): economic news items to look out for next week.

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