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 Retail Sales, Housing Finance Weaker in July
Sep 09 2009
Weaker retail sales and housing finance numbers for July show the Australian economy is not yet fully in expansion mode.
Corporate Express Slows
Sep 07 2009
Brokers are struggling to see how Corporate Express can generate outperformance.
Super Cheap Turns Out Super Good
Aug 28 2009
Super Cheap delivered a quality result according to securities analysts. Their broadly positive view remains in place.
The Overnight Report: Retailers Fight Back
Aug 19 2009
Wall Street recovered from Monday’s drop on building and retail news. Dow up 82.
The Overnight Report: The China Syndrome
Aug 18 2009
Wall Street followed drops in Asia yesterday and Europe last night on the back of the big Chinese fall. Dow down 186.
The Overnight Report: If You Blinked…
Aug 13 2009
Strong late-season earnings reports spun Wall Street on a dime last night ahead of the Fed statement. Dow up 120.
More Upside Potential For Premier Investments
Aug 11 2009
Premier Investments has lifted earnings guidance for FY09 and brokers have responded by lifting forecasts through to FY11.
The Overnight Report: Awaiting US Unemployment
Aug 07 2009
Another choppy session, another recovery from the lows. Dow down 24.
Wesfarmers Overpriced Says Credit Suisse
Jul 30 2009
Credit Suisse says Wesfarmers shares are overpriced relative to its peers in the discretionary retail and coal sectors.
The Overnight Report: Resilient
Jul 29 2009
Wall Street yet again came back from a wobbly brink last night thanks to Case and Shiller. Dow down 11.
