Consumer Discretionary

Weekly update on recommendation, target price, and earnings forecast changes.

Last week brokers again focused on recovering domestic retail, the challenges in Oz property, with looks at the domestic steel, mining and insurance sectors and US consumers.

FNArena’s weekly update on short positions in the Australian share market.

David Jones has received an unsolicited approach from a UK group but uncertainty surrounding the proposal and its structure see brokers retain a cautious view.

Last week’s trawl of local brokers see us take a closer look at Australian households and the housing market, mining tax impacts, insurers and lower RBA rates, the ad sector and US consumers.

Weekly update on recommendation, target price, and earnings forecast changes.

FNArena’s weekly update on short positions in the Australian share market.

FNArena shares Your Editor’s response to a subscriber question about Qantas, Billabong, Tatts and NIB Holdings.

Weekly update on recommendation, target price, and earnings forecast changes.

Billabong has been forced into a highly dilutive capital raising and lowered earnings guidance at the same time, leading brokers to suggest the share price will remain under pressure.