Daily FNArena News - Australia

There were many positives generated for retailing by the pandemic. What could be short term and what could be longer-lasting impacts?

Short-term pains are expected to help set Coles up for long-term gains, but some brokers question whether a major lift in capex is too little too late to play catch-up with Woolworths

Challenger has decided to raise capital targets to sustain its earnings base, reducing return on equity target and deploying more cash into fixed income

Just when commodity prices are enjoying boom times, along come labour shortages to frustrate the contractor services sector

Domino’s Taiwan, Domino’s Pizza’s first push outside of Japan on its way to building a larger Asian business, has potential to turbo-charge growth but patience is required

As Victoria’s floods signal the end of FY21, Australia’s general insurers are having to grapple with price pressure on reinsurance as well as heightened competition in some segments

ResMed has reported increased engagement with potential CPAP customers as a result of the Philips recall, although the opportunity could be limited by supply constraints

Following another impressive trading update from Premier Investments, brokers have been left to question the sustainability of ‘exceptional’ gross margin expansion

With earnings momentum coming out of covid, Ramsay Health Care looks set to rebound from the pandemic downturn in surgeries, but the Spire acquisition raises questions over its balance sheet and funding options

While freight costs/delays, lockdowns and consumer behaviour continue to shadow progress, brokers are looking beyond the short-term pain to a continuation of The Reject Shop’s turnaround story beyond 2022