Leisure & Tourism

Corporate Travel delivered a robust first half result which underpins its medium-term growth outlook.

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.

Michael Gable of Fairmont Equities suggests weakness in Village Roadshow shares have opened up an opportunity.

Michael Gable of Fairmont Equities suggests Corporate Travel Management is in an upward trend that is set to resume.

Choosing Australian yield stocks; changes to conviction and focus lists; exposures to inbound tourism; potential changes to NBN connection charges.

Dairy recovery; small-mid cap focus list; pathology volumes; tourism benefit from AUD; oil impact on spending; bank requirements.

Michael Gable of Fairmont Equities suggests investors should shortly have an opportunity to pick up on Mantra Group’s uptrend.

Occupancy at Mantra Group’s resorts continues to improve and brokers believe the weak local currency is supporting a buoyant outlook.

Corporate Travel is basking in broker approval, having substantially expanded its platform to benefit from a recovery in the global economy.

AUD underpinning tourism, farming; the plight of TV broadcasters; strong winter clothing sales; Chinese steel exports surge; robust returns continue in A-REITs.