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
Mining, Construction And Transport Driving Australian Economy
Jun 18 2010
According to CommSec the latest Australian jobs growth data showed the mining, construction and transport sectors have returned as the primary drivers of the Australian economy.
June RBA Minutes Confirm Neutral Position
Jun 15 2010
The minutes from the June RBA meeting, released today, show what we all knew already: the RBA is now firmly on hold.
Economy Watch: Strong May Oz Labour Force Data
Jun 10 2010
A snapshot of economist responses to today’s strong Australian labour force data for May.
And Down Goes Oz Consumer Confidence
Jun 09 2010
It can hardly come as a surprise that consumer confidence in Australia fell in June.
The Overnight Report: Two In A Row
Jun 04 2010
The Dow closed up only 5 points, but it is still the first two-day winning streak since April. The S&P 500 was up a more definitive 0.4%. All quiet ahead of jobs tonight.
Model Portfolios And Potential Earnings Surprises
Jun 03 2010
UBS has made minor changes to its model portfolio to reflect May market action, while RBS has identified potential ASX100 earnings surprises in August’s reporting season.
RBA Steady, Data Wildly Mixed
Jun 01 2010
The RBA was never going to change last month’s rate, but a surge in April retail sales and a plunge in building approvals did surprise economists.
On Australian Banks And House Prices
May 31 2010
Brokers update their views on Australian banks while it appears the local housing bubble might be peaking.
Is Flat The New Growth For David Jones?
May 20 2010
David Jones delivered a soft March quarter sales result and some brokers are now questioning where earnings growth will come from in coming periods.
Brokers See Value In Premier Investments
May 19 2010
Credit Suisse today initiated coverage on Premier Investments with an Outperform rating, while Citi has upgraded to a Buy.
Analyse The Market From A Different Angle
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