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
Woolworths: Signs Of Life?
Oct 14 2015
The Chartist reports that after a long sell-down, Woolworths is technically suggesting the possibility of further upside.
Weekly Broker Wrap: Electronics, Supermarkets, Insurers, A-REITs, House Building And 3P Learning
Oct 02 2015
Subdued economic indicators; Apple boosts consumer electronics; supermarket networks; insurer brand pricing; A-REITs performance; housing cycle; building materials stocks; Asian gaming junkets; Goldman Sachs initiates coverage on 3P Learning.
Metcash Initiatives Gain Some Early Traction
Sep 30 2015
Metcash has updated the market on the progress of its strategic initiatives but brokers retain their preconceptions given the extent of the challenges the company faces.
Weekly Broker Wrap: Economy, Consumers, Supermarkets, Focus List And Health Care
Sep 25 2015
Recession potential; retailer outlook; online groceries; Citi’s Buy ideas; healthcare outlook.
Weekly Broker Wrap: Mobiles, Retail, Insurance And The Australian Dollar
Sep 11 2015
Mobile sector trends; supermarket margins and non-food retail outlook; ranking general insurers and life insurance trends; foreign exchange outlook.
How Soon Can Woolworths Turn Around?
Aug 31 2015
Woolworths’ FY15 results reveal the extent of the problems the company faces and brokers are mindful the competition will not stand by.
Weekly Broker Wrap: Retail, Energy, Newspapers, Real Estate Ads And Top Picks
Aug 07 2015
Retail sales growth; Positioning for low oil price; valuing newspapers; real estate listings improve; brokers update top calls.
Weekly Broker Wrap: Supermarkets, Aviation And Small Caps
Jul 17 2015
Aldi’s financials revealed; Coles/Woolworths price deflation in June quarter; Woolworths not yet ripe for re-entry; recovery in domestic aviation; several small cap opportunities.
Weekly Broker Wrap: Supermarkets, Automotive, Pharma And Banking
Jun 26 2015
Equity strategy; Coles extends lead on Woolworths; Overseas holidays; automotive dealers; pharma wholesalers; banking fee growth; Donaco update.
Suitor Revitalises Interest in A2 Milk
Jun 23 2015
A2 Milk Co has received an expression of interest from a consortium which has heightened speculation about the company’s outlook.
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