All posts by Josephine (Jo) Little

Josephine (Jo) Little

Retail: Stock take... weighing up current dynamics

By Josephine (Jo) Little

06 February 2020, 12:15 PM

Despite a couple of sector downgrades in January, we are broadly expecting in-line results from the rest of our specialty retail coverage (albeit a greater proportion of 2H growth skews this year). We think consumer conditions are more supportive than this time last year, although impacts from events such as bushfires/coronavirus can dent short-term spending/trading conditions.


AP Eagers: Recognising ST earnings volatility

By Josephine (Jo) Little

21 January 2020, 4:43 PM

AP Eagers (ASX:APE) provides strong leverage to a recovery in car sales when they ultimately turn (as implied in our current price target), however the potential for further consensus downgrades is a risk we would prefer to get more clarity on. We therefore lower our rating to Hold.

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