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.
