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
Risks Growing For Retail Foods
Nov 06 2012
The need to grow via acquisition increases the risks associated with Retail Foods in the view of JP Morgan, the broker downgrading to an Underweight rating.
Wesfarmers On The Cusp?
Oct 31 2012
The Chartist reports price action in Wesfarmers has set the stock up for a sharp move but direction will be determined by what happens next.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 29 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Treasury Wine’s FY13 Hangover
Oct 24 2012
Treasury Wine Estate’s guidance update blends near term weakness with strong future growth, but brokers are not keen.
Weekly Broker Wrap: A Little Bit More Optimism
Oct 22 2012
Survey shows fund managers a little more upbeat, while a new issue arises for Banks and Healthcare to remain stronger for a little longer.
Australian Consumers Lack Christmas Spirit
Oct 16 2012
Dun and Bradstreet’s latest Consumer Credit Expectations Survey suggests Australian consumers will be cautious leading into Christmas.
Breville: A Stock For The Times
Oct 10 2012
Breville offers an arguably unique investment thesis, removed from domestic consumer weakness, and despite a doubling of its share price, brokers believe.
Coles And Coal: Why Wesfarmers Is Expensive
Oct 04 2012
Wesfarmers’ success is dominated by Coles, but investors are ignoring coal’s contribution and price slide in valuing the group.
More Discounting For Retailers
Oct 03 2012
A survey by Dunn & Bradstreet suggests retail sales will increase into Christmas but not without further discounting to clear inventory.
Private Dick And The Implications For Retail
Sep 28 2012
Woolies’ sale of Dick Smith is a relief for Woolies but how does it leave competitors like JB Hi-Fi and Harvey Norman?
