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: Value Now Or Not?

Nov 05 2014

The slump in Woolworths’ shares after a weak sales report represents a buying opportunity for some brokers. Others are not so sure.


Time To Buy Retail, But Not Supermarkets

Oct 29 2014

Brokers view the latest trends at Australian retailers, finding warning signs for supermarket giants amid renewed optimism for other categories.


Weekly Broker Wrap: Supermarkets, GPs, Housing, Steel, Insurers, Banking

Oct 17 2014

Inflation bodes well for Oz supermarkets; GP operators undervalued; housing recovery continues; steel outlook moderating; general insurer outlook benign; and Murray Inquiry looms.


Bounce For Woolies?

Oct 14 2014

Michael Gable of Fairmont Equities suggests Woolworths has fallen to a level at which support should be found.


Downside For Woolies

Sep 29 2014

Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in Woolworths, which has broken support.


Weekly Broker Wrap: Insurance, Telecoms And Supermarkets

Sep 26 2014

Medibank Private IPO; testing times for general insurers; implications of Harper Review for telcos; and discounter threats to supermarkets.


Emerging Buy In Woolworths

Sep 01 2014

Nick Linton-Ffrost of Fifth Wave suggests Woolworth’s weak result response is offering a potential buying opportunity.


Weekly Broker Wrap: Fashion, Utilities, Power, Wagering And Supermarkets

Aug 15 2014

Oz fashion trends up; utilities perform; electricity oversupply; wagering consolidation; supermarket power.


Asaleo Care’s Defensive Yield Attracts

Aug 13 2014

Asaleo Care is a manufacturer of essential personal hygiene brands for Australasia and has recently listed on ASX.


Woolies Under Pressure

Jul 14 2014

Nick Linton-Ffrost of Fifth Wave suggests Woolworths is coming under technical pressure, suggesting an Emerging Sell.



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