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
On Gold Consolidation, Housing And Supermarkets
Mar 16 2010
Speculation is rising again that Newcrest will look to take out Lihir. Meanwhile James Hardie defends its building products and the supermarket battle heats up.
Oz Business Sales Indicator Suggests Flat Retail Trade Sales
Feb 19 2010
Commonwealth Bank’s Business Sales Indicator has closely tracked Australian retail sales in recent months and its latest reading suggests a flat outcome in January.
Downgrades Follow Metcash Interim Result
Dec 02 2009
Metcash’s interim profit result disappointed much of the market and has prompted ratings downgrades from three brokers.
Views Mixed On Metcash’s Mitre 10 Move
Nov 30 2009
Metcash’s proposal to move into the Australian hardware market via the acquisition of a stake in Mitre 10 appears logical but brokers see some issues for the company.
Oz Consumers Cutting Christmas Lists
Nov 16 2009
A Westpac-Melbourne Institute survey finds Australian consumers will not be lashing out this Christmas.
Brokers Remain Unsure On Wesfarmers
Oct 26 2009
Analysts were generally impressed by Wesfarmers’ first quarter numbers but remain as yet unconvinced overall.
The Overnight Report: Earnings Make Their Mark
Oct 23 2009
Several positive earnings reports swung Wall Street back into buy-mode last night. Dow up 130.
Woolies Heading To Hardware Hell?
Sep 30 2009
One broker believes Woolworths’ move into hardware will only result in destruction of shareholder value.
The End Of The WOW Factor?
Aug 28 2009
Yet again analysts question Woolies’ capacity to keep blowing the market away.
Confirmed: Improving Outlook For Goodman Fielder
Aug 27 2009
Goodman Fielder’s profit was a little better than the market had expected and with costs and margins trending in the right direction the outlook continues to improve.
