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
Breville Brews Potential Despite Keurig Loss
Mar 21 2013
Brokers find the loss of the Keurig distribution in Canada has taken little froth off Breville’s potential.
Weekly Broker Wrap: Europeans Home In On Oz Infrastructure
Mar 18 2013
Yield versus growth in infrastructure as European interest in Australia grows. There’s pressure on retailer margins while insurers, transport outperform and who gains from media reform?
Troopers Circle Billabong
Feb 25 2013
Billabong will shortly in the hands of the banks, brokers suggest, unless a bid is confirmed or capital is raised.
Weekly Broker Wrap: Time To Take On More Equities?
Feb 25 2013
More growth in Japan can only be good and while there are legal risks for supermarkets the web turns positive for department stores. Maybe it’s time for more equity risk.
JB Hi-Fi Makes Margin But Sales Disappoint
Feb 12 2013
JB Hi-Fi delivers a resilient half year but brokers are concerned about the margin versus sales outlook.
Retailing Ain’t Broke, Just Changing
Jan 25 2013
Retailing is changing but the business models are not necessarily that broke, according to analysts.
Weekly Broker Wrap: Slowly, Slowly Grinds The Recovery
Jan 21 2013
Rallies will be hard fought this year and stock picking needs to be selective, as brokers air expectations for resources, retail, building, software and healthcare.
Australian Stocks: What Happened Today?
Dec 21 2012
A wrap of the day’s activity on the Australian stock market.
Australian Stocks: What Happened Today?
Dec 20 2012
A wrap of the day’s activity on the Australian stock market.
Billabong Between Rock And A Hard Place
Dec 20 2012
Brokers are pessimistic over the latest bid for Billabong as the company flags another downgrade in earnings forecasts.
