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
Downside Risk Remains For Wesfarmers
Mar 01 2016
Michael Gable of Fairmont Equities has reiterated a negative view on Wesfarmers post result.
Weekly Broker Wrap: Reporting Season, Small & Mid Caps, Grocery, Tax And Apartments
Feb 19 2016
Reporting season reasonable so far; Goldman revamps focus list; dry grocery deflation; talk on tax reforms; outlook for apartment building.
Weekly Broker Wrap: Automotive, Utilities, Prostheses List, Grocery And BWX in China
Feb 12 2016
Changes to car imports; utilities outlook; protheses reforms, grocery wars; BWX results.
Weekly Broker Wrap: Retail, Consumers, Listed Property, Media And Hospitals
Jan 29 2016
Retail in 2016; consumer spending outlook; value in A-REITs, traditional media shrinking; resilience in private hospitals.
Post Masters Exit, Woolworths Challenges Remain
Jan 19 2016
Brokers welcome the decision to exit the Masters hardware business but contend Woolworths has other challenges to surmount in food and grocery.
Downside Risk For Wesfarmers
Dec 22 2015
Michael Gable of Fairmont Equities suggest the Wesfarmers chart is starting to look interesting, but not in a good way.
Slow Grind Continues For Metcash
Dec 01 2015
Metcash delivered some improvements in its first half result but many brokers remain sceptical about the outlook.
Weekly Broker Wrap: Property, Supermarkets, Hospitals, Starpharma, LatAm Autos And HUB24
Nov 20 2015
Sentiment on residential building; ageing supermarket stores; hospital data; Starpharma advances; LatAm Autos’ builds momentum; HUB24 accelerates.
Weekly Broker Wrap: Outdoor Media, Retail, Property And Classifieds
Nov 06 2015
Outdoor media growth; challenges for Oz retailers; Oz property and China; property price bubbles; new real estate listings; Canaccord Genuity reviews Mint Payments; Bell Potter on SeaLink Travel and Senetas.
Wesfarmers Upholds Resilient Outlook
Oct 23 2015
Wesfarmers’ retail businesses delivered across the board sales growth in the September quarter and appear resilient, but most brokers find valuation support is only modest.
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