Consumer Discretionary

Canacord Genuity has become interested in Billabong International as the company increases its engagement with investors. The broker initiates coverage of the stock with a Buy.

Ad blocker software gains ground; outdoor ads grow strongly; Encore Capital enters Australia; global growth downgraded; fixed income under pressure; Bell Potter highlights Surfstitch growth.

Subdued economic indicators; Apple boosts consumer electronics; supermarket networks; insurer brand pricing; A-REITs performance; housing cycle; building materials stocks; Asian gaming junkets; Goldman Sachs initiates coverage on 3P Learning.

Michael Gable of Fairmont Equities suggests Treasury Wine Estates may be setting for an upside move.

Premier Investments has flagged a substantial expansion of its Smiggle brand in its FY15 results and brokers welcome the potential upside.

Mobile sector trends; supermarket margins and non-food retail outlook; ranking general insurers and life insurance trends; foreign exchange outlook.

Robust FY15 results underpin Lovisa Holdings as the jewellery chain sets its sights on the the northern hemisphere.

Myer has unveiled its new look. Brokers like the revamped strategy but caution improvements are likely to be slow coming and there are risks.

Online sports wear merchant, Surfstitch, is integrating its assets into one brand, Swell, and brokers welcome the strategy.

Home furnishings retailer Adairs ended FY15 in a strong position and the outlook for FY16 looks promising, brokers maintain.