• Small-mid cap reporting season update – big swings, margin pressure

  • Feb 27 2025
  • Duración: 11 m
  • Podcast

Small-mid cap reporting season update – big swings, margin pressure

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  • Resumen

  • IML Portfolio Manager Marc Whittaker talks to Jason Guthrie about another volatile reporting season in the small to mid-cap end of the ASX. As always there have been many winners and losers and Marc discusses the trends he is seeing including margin pressures and a reckoning for some of the best performing companies and sectors of recent months.

    Marc also outlines the performance of a some of IML’s key holdings including Mayne Pharma (MYX), oOh!Media (ASX:OML), Integral Diagnostics (IDX) and Light & Wonder (ASX:LNW).
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