Woolworths: Growth across the board By Alex Lu 31 October 2019, 1:10 PM WOW’s 1Q20 sales result overall was slightly weaker than we expected. Read more...
Coles Group - a lot happening at Coles By Alex Lu 02 August 2019, 5:27 PM Coles Group (ASX:COL) is due to report its FY19 result on 22 August. We maintain our Hold rating. Read more...
Woolworths - Looking to maintain momentum By Alex Lu 02 August 2019, 4:41 PM Woolworths (ASX:WOW) is due to report its FY19 result on 29 August. We maintain our Hold rating Read more...
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...