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
Flight Centre Levels Out
Sep 02 2014
Michael Gable of Fairmont Equities suggests Flight Centre is technically neutral at present but strong support exists on any drop.
Ardent Leisure Still Appeals
Aug 19 2014
Ardent Leisure delivered robust FY14 results. Brokers are quietly confident in the growth outlook and Main Event expansion.
Weekly Broker Wrap: Gold, Banks, Travel, IVF And Discretionary Retail
Aug 01 2014
Central banks buy gold; new bank accounting standard; Aussies still like travelling; Primary Health Care sets up IVF clinic; and tough times ahead for retailers.
SunHotels Key To Webjet’s Future Growth
Jul 16 2014
Webjet has acquired SunHotels, which brokers consider is important for the company’s long-term outlook.
Weekly Broker Wrap: Oz Tourism, TV Ads, Retailing, Credit And Gold
Jun 27 2014
Australian domestic tourism is soggy, TV advertising is subdued, retailing is disappointing, and credit growth is soft but there has been a bump up in gold prices.
Weekly Broker Wrap: Inflation, Accommodation, Gambling And NZ Building
Apr 17 2014
Low inflation is a problem for some countries; Oz tourism is stagnant; opportunities in gambling are very stock specific; New Zealand’s residential building boom continues.
Weekly Broker Wrap: How Goes The Consumer-Led Recovery?
Mar 14 2014
Travel stocks, discretionary retailers and housing-related retailing are all looking much more positive but brokers are still being selective.
Wotif A Perfect Storm Arrived?
Dec 19 2013
Wotif.com has downgraded earnings forecasts as it is hit by increased competition, higher costs and a subdued domestic market.
Flight Centre Cruising At Altitude
Jul 29 2013
Flight Centre has demonstrated earnings resilience and is still impressing brokers with its business model.
Weekly Broker Wrap: How Some Oz Stocks Fare In Low Growth Environment
Jul 15 2013
Modest domestic housing recovery, NBN squeeze on small telco margins, bank dividends look safe and leisure providers welcome lower Aust dollar.
