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
Oz Business Sales Indicator Suggests Flat Retail Trade Sales
Feb 19 2010
Commonwealth Bank’s Business Sales Indicator has closely tracked Australian retail sales in recent months and its latest reading suggests a flat outcome in January.
Oz December Retail Sales Short Of Expectations
Feb 04 2010
Australian retail sales numbers for December fell short of market expectations.
Flight Centre Surprises Even The Bulls
Jan 20 2010
The magnitude of Flight Centre’s lift to FY10 earnings guidance has taken the market by surprise.
Oz Consumer Confidence ‘Very Strong’ in January
Jan 20 2010
Consumer confidence in Australia remains “very strong” into the new calendar year, reports Westpac.
Unrecognised Earnings Upside In Billabong?
Jan 11 2010
Morgan Stanley believes Billabong will benefit from a lower cost of goods sold in 2011, a fact currently underestimated by market consensus.
The Buy Ratings Keep Coming For Myer
Dec 16 2009
Deutsche Bank is the latest broker to initate Myer with a Buy rating.
Myer Is Making Some Waves
Dec 09 2009
A little more than a month after floating on the ASX, brokers are starting to pick up Myer and with high expectations.
The Overnight Report: Dubai Debts Cloud Already Black Friday
Nov 28 2009
Dubai debt issues overshadowed Black Friday, usually the only thing US markets are worried about on the short day after Thanksgiving.
Ho Ho Harvey Norman
Nov 24 2009
Harvey Norman now expects a 40% rise in first half sales, saying it should be a good Christmas for the whole sector.
Clean Seas Clarification
Nov 23 2009
Clean Seas will be attempting to follow its May success with a spawning attempt next month.
Analyse The Market From A Different Angle
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