Consumer Discretionary
Baby goods retailer Baby Bunting is investing in price & customer service, and brokers believe this is paying off in terms of market share.
Feb 20 2017
Several brokers question whether electronics retailer JB Hi-Fi is too reliant on a smooth integration of The Good Guys in its outlook.
Feb 15 2017
Treasure Chest: Is Treasury Wine Under-Appreciated?
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker believes the market is underestimating the opportunity available for Treasury Wine Estate as the Chinese discover Australian wine.
Jan 18 2017
The Wrap: Online, Wealth Mgmt, Automotive
Weekly Broker Wrap: Outlook for domestic online media; Amazon in Australia; regulatory oversight of financial advisers; risks for automotive dealerships; booming electric vehicle sales.
Dec 09 2016
Previous Stories
Upbeat Harvey Norman Rewards Shareholders
Sep 01 2014
Harvey Norman demonstrated resilience in the FY14 result and brokers welcomed the dividend lift and further capital management potential.
Dick Smith May Raise Competitor Hackles
Aug 20 2014
Dick Smith is off to a strong start in FY15 and brokers suspect the electronics retailer will provoke a competitor reaction.
Automotive Holdings Underpinned By Acquisitions
Aug 18 2014
Automotive Holdings revealed surprising resilience in its vehicle franchise in FY14, while weakness in refrigerated transport persisted.
Weekly Broker Wrap: Fashion, Utilities, Power, Wagering And Supermarkets
Aug 15 2014
Oz fashion trends up; utilities perform; electricity oversupply; wagering consolidation; supermarket power.
Subdued Start To FY15 For JB Hi-Fi
Aug 12 2014
JB Hi-Fi may have achieved the upper end of guidance in the FY14 result but the outlook disappointed brokers.
Weekly Broker Wrap: Oz Retail, Focus Lists, Banks And Agriculture
Aug 08 2014
Oz retailers and offshore sourcing; tweaking broker focus lists; Oz bank sector outlook remains robust; assessing El Nino impact.
Treasury Wine Bid Not A Given
Aug 05 2014
Will KKR pull its bid for Treasury Wine following due dilligence? Or could another bidder emerge?
Weekly Broker Wrap: Gold, Banks, Travel, IVF And Discretionary Retail
Aug 01 2014
Central banks buy gold; new bank accounting standard; Aussies still like travelling; Primary Health Care sets up IVF clinic; and tough times ahead for retailers.
Weekly Broker Wrap: Buy-Backs, Electricity, Advertising, Airlines And Retail
Jul 25 2014
Off-market buy-backs; electricity retailers; high conviction ideas; advertising & media, airlines and consumer spending outlook.
Where Are The Returns For Wesfarmers?
Jul 03 2014
Wesfarmers takes provisions in FY14 results while brokers home in on potential capital returns.
Analyse The Market From A Different Angle
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