Consumer Discretionary

AUD underpinning tourism, farming; the plight of TV broadcasters; strong winter clothing sales; Chinese steel exports surge; robust returns continue in A-REITs.

Greencross has a dominant position in the pet care market and, whlie brokers are largely positive, there are some lingering concerns from the FY15 results.

JB Hi-Fi finished FY15 with a flourish but brokers are questioning whether the momentum can be maintained.

Michael Gable of Fairmont Equities suggests Myer’s long term downtrend may be punctuated but a brief rally.

Retail sales growth; Positioning for low oil price; valuing newspapers; real estate listings improve; brokers update top calls.

Home furnishing retailer Adairs is a beneficiary of the strong housing cycle in Australia and several brokers have initiated coverage of the stock.

Results from industrial conglomerate GUD Holdings signal a turnaround is in train, with the restructure largely complete and a new business being integrated.

Michael Gable of Fairmont Equities suggests Flight Centre has held support following its sell-off and now offers upside.

FY15 results likely flat; FTA TV structurally challenged long term; mobile competition high; Macquarie ranks funds managers; Oz retailers; key oncology stocks.

More rationality emerging in telecoms; major banks step up to the plate on investor lending; and significant variability among small retail stocks.