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
All About Wind – For Insurers, Energy Companies And Clothing Retailers
Mar 29 2010
Can insurers cope with this spate of storms? Is wind energy about to take off? What can I invest in for wind protection (with conviction)?
Retailer Premier In Need Of An Acquisition
Mar 23 2010
Premier Investments has been reaping stockbroker downgrades following a disappointing interim result, but an acquisition could turn the tide.
Kathmandu Shows How To Make An Entrance
Mar 19 2010
Kathmandu has delivered a better than expected initial interim profit result and with its store rollout program ahead of schedule brokers have lifted forecasts for coming years.
Pacific Brands With Conviction, Mid-Cap Resource Plays And More
Mar 18 2010
GSJB Were adds Pacific Brands to its Conviction List while Credit Suisse looks at mid-cap resource companies and JP Morgan looks at the WA housing market.
Focus On Margins In David Jones’ Interim Result
Mar 16 2010
David Jones reports interim earnings on Wednesday and brokers see margins as a point of focus as the company continues to work on lowering costs.
Myer’s Sales Growth Remains A Concern
Mar 12 2010
Not everyone is convinced the future looks bright for retailer Myer.
Underlying Trends In Oz Consumer Spending
Mar 08 2010
Higher disposable incomes in Australia in 2009 were not matched by consumer spending levels, leading CommSec to suggest consumers are still somewhat cautious.
A Preview To Myer’s Interim Result
Mar 08 2010
Sales growth will be a key point of interest in Myer’s upcoming half-yearly report.
Myer On The Radar Of Index Trackers
Mar 05 2010
Standard and Poor’s has announced changes to the composition of its Australian indices and Myer is seen as a likely winner.
Index Changes, Results Season And Telstra
Feb 24 2010
S&P will announce index changes next week, plus earnings estimates are not genuinely moving higher and what’s happening with Telstra?
