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

Weekly Broker Wrap: Worries Grip Brokers As Earnings Season Ramps Up

Aug 09 2013

Brokers are worried about many things this earnings season, including life insurers, building, construction and industry, gas supply, consumer stocks, even banks.


Punch Drunk On Treasury Wine?

Aug 05 2013

Some brokers think the market has become too negative on Treasury Wine estates and seek out some brighter notes.


Treasury Wine’s Future Red Or White

Jul 16 2013

A swathe of Sell ratings suggests most brokers believe more write-downs are ahead for Treasury Wine Estates, but two brokers see a valuable underlying asset.


Challenges Line Up For Retail Property

Jul 04 2013

Pressures on retailer sales from online competition have been well flagged but it also translates to shopping centre income and yields, in BIS Shrapnel’s view.


Weekly Broker Wrap: Elections, Aussie Dollar And Retailing

Jul 01 2013

Stockbrokers zoomed in on the upcoming federal elections and the impact for corporate Australia. Plus what will the impact be of a weaker Aussie? More tough times for retailers?


Treasure Chest: Acceptance For The Reject Shop

Jun 26 2013

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. The Reject Shop has been a victim of a weaker market and lower AUD but one broker has upgraded to Buy on strong, defensive earnings growth potential.


Oz Retail A Hard Sell

Jun 18 2013

Analysts mostly expect a slow recovery in Australian retail spending but low income and high household cost growth has one broker arguing an even more difficult FY14 for retailers.


Weekly Broker Wrap: Bank Bubble, Cautious Consumer, Tested Telecoms

Jun 17 2013

Bank valuations are becoming less stretched while retailers are still battling with a reluctant consumer. Telecoms are maturing and plasma is robust.


Breville Marked Up For Growth

Jun 14 2013

Appliance manufacturer Breville has a clear strategy for growth with options up and down the product range, and overseas.


Billabong In Troubled Waters

Jun 05 2013

Another quarter, another failed bid, another earnings downgrade. Billabong is increasingly in the hands of the financiers.



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