Leisure & Tourism
Ferry, barge and cruise business, SeaLink, is managing the transition from the construction phase at Gladstone and broker attention now turns to acquisitions.
Feb 16 2017
Restructured Aspen Ready To Rock ‘n’ Roll
Stockbroker Moelis has initiated coverage on Aspen Group with the expectation of strong growth in the years ahead.
Jan 18 2017
Weekly Broker Wrap: Outlook, Strategy, OPEC And Airlines
Commodities and economic outlook; outlook for equities; OPEC production meeting; outlook for airlines; and Netcomm’s NBN contract.
Nov 25 2016
Flight Centre’s Earnings Outlook Weakens
Flight Centre has issued weak guidance, signalling a significant skew to the second half in FY17. Brokers are sceptical growth will be easy to achieve.
Nov 07 2016
Previous Stories
Corporate Travel In A Sweet Spot
Feb 29 2016
Corporate Travel delivered a robust first half result which underpins its medium-term growth outlook.
Village Roadshow On A Slowing Roundabout
Feb 29 2016
Village Roadshow’s first half disappointed brokers, hampered by structural issues and poor weather. Opinion is mixed regarding the outlook, with strong growth levers appearing long dated.
Opportunity Arises In Village Roadshow
Jan 19 2016
Michael Gable of Fairmont Equities suggests weakness in Village Roadshow shares have opened up an opportunity.
Upside For Corporate Travel
Dec 15 2015
Michael Gable of Fairmont Equities suggests Corporate Travel Management is in an upward trend that is set to resume.
Weekly Broker Wrap: Yield, Focus Stocks, Equity Strategy, Travel And NBN
Dec 04 2015
Choosing Australian yield stocks; changes to conviction and focus lists; exposures to inbound tourism; potential changes to NBN connection charges.
Weekly Broker Wrap: Dairy, Strategy, Pathology, Tourism, Oil And Banks
Sep 18 2015
Dairy recovery; small-mid cap focus list; pathology volumes; tourism benefit from AUD; oil impact on spending; bank requirements.
Opportunity Presenting In Mantra
Sep 15 2015
Michael Gable of Fairmont Equities suggests investors should shortly have an opportunity to pick up on Mantra Group’s uptrend.
Mantra Group Comfortably Placed For Growth
Sep 07 2015
Occupancy at Mantra Group’s resorts continues to improve and brokers believe the weak local currency is supporting a buoyant outlook.
Sun Shines On Corporate Travel
Aug 27 2015
Corporate Travel is basking in broker approval, having substantially expanded its platform to benefit from a recovery in the global economy.
Weekly Broker Wrap: Trends, Tourism, TV, Clothes, China Steel And A-REITs
Aug 21 2015
AUD underpinning tourism, farming; the plight of TV broadcasters; strong winter clothing sales; Chinese steel exports surge; robust returns continue in A-REITs.
