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
Clear Horizon After Stormy Seas
Nov 18 2009
The GFC has not made life easy for unique tuna farmer Clean Seas Tuna, but initiation from Patersons brings aboard another fan.
Oz Consumers Cutting Christmas Lists
Nov 16 2009
A Westpac-Melbourne Institute survey finds Australian consumers will not be lashing out this Christmas.
Curragh Expansion The Big News At Wesfarmers AGM
Nov 11 2009
Wesfarmers AGM comments included confirmation its Curragh coal project would be expanded, which brokers see as modestly positive for earnings longer term.
Brokers Remain Unsure On Wesfarmers
Oct 26 2009
Analysts were generally impressed by Wesfarmers’ first quarter numbers but remain as yet unconvinced overall.
The Overnight Report: Earnings Make Their Mark
Oct 23 2009
Several positive earnings reports swung Wall Street back into buy-mode last night. Dow up 130.
Downgrades Follow Harvey Norman Sales Result
Oct 19 2009
Brokers see little further chance for outperformance by Harvey Norman.
JB Hi-Fi Does It Better (And Better)
Oct 15 2009
Forecasts and price targets are again on the move for Australia’s top-performing retailer.
The Overnight Report: Commodity Funds Panic
Oct 09 2009
Metal prices surged on short-covering last night while Wall Street eased back from intraday highs. Dow up 61.
David Jones Simply Too Expensive
Sep 25 2009
While David Jones beat expectations with its full year profit result most brokers covering the stock see little value in the shares at current levels.
Forecasts Up For Premier
Sep 23 2009
Retail group Premier Investments delivered a solid full year result and brokers have responded by lifting earnings forecasts.
