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

Fear, Greed, And Doomed Retailers

Aug 04 2011

CLSA has initiated coverage of the Australian retail sector, pitching earnings forecasts 20-30% below consensus for the next two years.


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Aug 01 2011

Weekly update on recommendation, target price, and earning forecast changes.


Woolies The Defensive Staple

Jul 21 2011

Woolworths delivered a solid quarterly sales result and reiterated earnings guidance, enough to keep the company in favour with a majority of brokers.


Limited Earnings Impact On A-REITs From Retail Slowdown

Jul 18 2011

While conditions for Australian retailers are very tough, retail landlords are likely to see only a limited earnings impact.


Economy Watch: Oz Retail Sales Shock

May 05 2011

A snapshot of economist responses to today’s 0.5% fall in March retail sales when 0.5% growth was expected.


Is The WOW Factor Back?

Apr 19 2011

A solid third quarter sales result from Woolworths in the face of various issues has brokers looking forward to a continuing recovery.


Solid Outlook For Australian REIT Sector

Feb 03 2011

The outlook for Australian REITs appears solid as market conditions improve and given scope for an increase in capital management, while online is not seen as a major threat to shopping centres.


Foster’s: Molson Coors’ Is Selling

Nov 04 2010

It was disclosed last night that Molson Coors is selling its shares in Foster’s.


Coles Has Stolen The WOW Factor

Oct 22 2010

In a mixed result for Wesfarmers, impacted by bad weather, the ongoing Coles turnaround story was the major highlight.


Few Surprises In Woolies Sales Result

Oct 21 2010

There were few surprises in the Woolworths quarterly sales result, so opinion remains divided on the company’s growth outlook.



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