Original article by Vesna Poljak
The Australian Financial Review – Page: 15 & 20 : 25-Jul-17

PM Capital’s Uday Cheruvu says the August 2017 earnings season will be more important than usual given that business confidence seems to be improving but consumer confidence remains subdued. Cheruvu adds that capital expenditure intentions will also be a key metric in the upcoming reporting season, suggesting that building materials group in particular may increase capex. Meanwhile, Goldman Sachs says companies whose earnings could exceed expectations include BlueScope Steel, Crown Resorts, Telstra and South32.

CORPORATES
PM CAPITAL LIMITED, GOLDMAN SACHS AUSTRALIA PTY LTD, BLUESCOPE STEEL LIMITED – ASX BSL, CROWN RESORTS LIMITED – ASX CWN, TELSTRA CORPORATION LIMITED – ASX TLS, SOUTH32 LIMITED – ASX S32, BRAVURA SOLUTIONS LIMITED.- ASX BVS, COSTA GROUP HOLDINGS LIMITED – ASX CGC, SKYCITY ENTERTAINMENT GROUP LIMITED – ASX SKC, COCA-COLA AMATIL LIMITED – ASX CCL, MEDIBANK PRIVATE LIMITED – ASX MPL, THE STAR ENTERTAINMENT GROUP LIMITED – ASX SGR, CITIGROUP PTY LTD, NATIONAL AUSTRALIA BANK LIMITED – ASX NAB, RESERVE BANK OF AUSTRALIA, MYER HOLDINGS LIMITED – ASX MYR, ADAIRS LIMITED – ASX ADH, CREDIT SUISSE (AUSTRALIA) LIMITED, CYAN INVESTMENT MANAGEMENT PTY LTD, AUSTRALIAN FOUNDATION INVESTMENT COMPANY LIMITED – ASX AFI, UNITED STATES. FEDERAL RESERVE BOARD, RIO TINTO LIMITED – ASX RIO, RESMED INCORPORATED – ASX RMD, SUNCORP GROUP LIMITED – ASX SUN, TABCORP HOLDINGS LIMITED – ASX TAH