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As reporting season enters its final week, we’ve seen 174 companies release their results, with 19% beating expectations. With more companies downgraded than upgraded by brokers, the importance of meeting valuations and maintaining solid outlook remains clear for investors. Some of the key themes looking ahead towards FY26 include the housing crisis driving tailwinds in for property developers, strengthening balance sheets from asset sales, and the challenges for expansion strategies into the US.
In this week’s video, Grady covers: