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

Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Nov 07 2011

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


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Oct 31 2011

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


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Oct 24 2011

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


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Oct 17 2011

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


Defensiveness A Thorny Issue

Oct 13 2011

Following a meeting with management Moelis remains attracted to Thorn Group, seeing value at current levels given the defensive nature of the group’s earnings.


Brokers Still Like JB Hi-Fi

Oct 13 2011

Post a sales update at its annual general meeting brokers have made some modest adjustments to forecasts for JB Hi-Fi but continue to remain positive on the stock.


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Oct 10 2011

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


Fund Managers Still Prefer Defensive Assets

Oct 06 2011

Russell Investments’ quarterly survey of fund managers shows defensive assets are still preferred, while rate cuts are considered the most likely catalyst for domestic non-mining growth.


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Oct 03 2011

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


Good Guy Vibrations

Sep 27 2011

The Good Guys are up for sale. A chance for the supermarket majors to compliment their hardware offerings?



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