Woolworths: Moving some pieces around By Alex Lu 04 July 2019, 11:18 AM Woolwoths (WOW) has announced its intention to combine Endeavour Drinks and ALH Group (to be called Endeavour Group) ahead of a possible demerger in CY20. Read more...
Wesfarmers: Bunnings continues to evolve By Alex Lu 22 March 2019, 1:58 PM Bunnings' management presentation highlighted the changing consumer environment and the growth opportunities for the business Read more...
Coles Group: Hotels offloaded By Alex Lu 06 March 2019, 2:15 PM Coles has entered into a 50/50 joint venture with Australian Venture Co. in relation to its hotels business Read more...
Coles Group: A fresh start By Alex Lu 23 November 2018, 1:25 PM We initiate coverage with a Hold recommendation Read more...
Woolworths: Petrol business finds another buyer By Alex Lu 12 November 2018, 9:44 AM WOW to sell petrol business for A$1.725bn Read more...
PWR Holdings Limited By Alex Lu 22 October 2018, 2:16 PM Work pipeline remains very healthy Read more...
Reliance Worldwide: Still plenty in the pipeline By Alex Lu 28 August 2018, 3:00 PM Result was broadly in line with expectations. Maintain Add rating. Read more...
Orora – Balance sheet strength remains the key By Alex Lu 10 August 2018, 8:56 AM Looking to get back on the M&A trail Read more...