Consumer Discretionary

Super Retail has revealed a patchy start to FY15 and concerns are mounting regarding the company’s leisure division.

GWA will become primarily an importer rather than local manufacturer of home renovation products and while brokers are cautious, capital management potential may excite.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. It’s been 15 months since embattled retailer Billabong has attracted a Buy rating in the FNArena database, but JP Morgan sees signs of life.

Implications of soft retail outlook on stocks; Bell Potter muses over a SUN-BEN merger; and UBS contemplates a weaker Aust dollar and mining stocks.

As Treasury Wine Estates loses its takeover premium, brokers debate as to whether the company can crete any value alone.

Despite OrotonGroup launching new luxury brands in Australia brokers believe the main potential lies in Oroton Asia’s expansion.

Premier Investments impressed brokers with sales growth across all brands in FY14 but a repeat performance in FY15 may be difficult.

Several brokers took the axe to Myer’s ratings in the wake of the FY14 results but a few remain optimistic.

Citi, Deutsche Bank outline Oz equity strategies; Morgan Stanley notes the impact of technology on insurers; CIMB ponders inventory build up in electronics and lack of earnings growth in online media.

Market dominance the key for online classifieds; consumer headwinds abating?; best placed retail stocks; and Morgans’ High Conviction list.