Consumer Staples

Poultry producer Ingham’s posted a robust maiden first half and brokers suspect prospectus forecasts may be beaten.

Feb 16 2017

Better Outlook For Woolworths Supermarkets

Industry feedback suggests Woolworths supermarkets had a better time than Coles over Christmas. Woolworths has also announced it will divest its petrol stations business to BP.

Jan 23 2017


Can Ingham’s Deliver?

Brokers are crowing about newly listed poultry producer, Ingham’s Group, but concede there are risks investors should be wary of.

Dec 21 2016

Broker Views Diverge On Metcash

Grocery, hardware and liquor wholesaler/retailer Metcash provided plenty for brokers to chew over in its first half results on a wide-ranging outlook for the stock.

Nov 29 2016


Previous Stories

Weekly Broker Wrap: Jobs, Retail, Real Estate Listings, NBN And Equity Strategy

Nov 04 2016

Monthly employment numbers; consumer spending; slot manufacturers; real estate listings slowing; momentum in NBN share; is it too early to ditch yield stocks?


Hard Yards Still Ahead For Woolworths

Oct 31 2016

Woolworths delivered improvement in supermarket sales in the September quarter but brokers believe the hard yards remain ahead of the business.


Soft Quarter Signalling More Weakness For Wesfarmers

Oct 27 2016

Brokers raise the spectre of whether soft September quarter sales numbers for Wesfarmers, particularly at Coles, are a sign of more weakness to come.


Treasure Chest: Bega Sell-Off Overdone

Oct 27 2016

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Saxo Group believes this week’s sell-off in Bega Cheese is an overreaction.


Caltex: The Battle For Woolworths’ Petrol Business

Oct 20 2016

Speculation is mounting regarding the potential disposal of the Woolworths fuel business and Caltex has thrown its hat in the ring.


Supermarket Tug-Of-War Continues

Oct 13 2016

Intense competition continues to plague supermarkets and brokers unravel the latest implications from food & grocery price surveys.


No Need To Rush Into Woolworths

Sep 29 2016

The Chartist reports suggests it may be some time before Woolworths offers an attractive trade.


Asaleo Care Facing Stiff Competition

Jul 26 2016

Personal care product manufacturer Asaleo Care operates in an intensely competitive landscape with a key rival stepping up efforts to take market share.


Woolworths Turnaround Requires Patience

Jul 26 2016

Woolworths has outlined further restructuring plans. Brokers approve of the strategy but expect the turnaround to take some time to reap benefits.


Weekly Broker Wrap: Australian Dollar, Supermarket Suppliers And Banks

Jul 08 2016

Influences on the Aussie dollar; UBS on FY17 strategy; UBS supermarket suppliers survey; Macquarie reviews the APRA update on banks.



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