By James Lawrence
23 February 2021, 3:00 PM
Jumbo Interactive (JIN) reported a 1H21 result in-line with expectations. While we have tempered our expectations over the forecast period, we believe JIN is well placed to grow customers and TTV across all three of its new divisions.
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By Josephine (Jo) Little
17 February 2021, 3:30 PM
Domino's Pizza's (DMP) 1H21 results were above expectations. We see the potential for a period of synchronised global growth from DMP, something we haven’t seen in some time.
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By Josephine (Jo) Little
08 February 2021, 2:40 PM
Analysis on Domino's Pizza, Lovisa, IDP Education and other retail sector stocks ahead of Reporting Season First Half 2021. Watch now.
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By Josephine (Jo) Little
13 January 2021, 9:00 AM
Universal Store Holdings (ASX:UNI) has seen a very strong resurgence of demand/sales in the wake of COVID-19 as restrictions eased. We think the group can sustain a 15x+ multiple based on a superior growth profile with multiple levers and strong cash generation.
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By Josephine (Jo) Little
04 December 2020, 4:00 PM
While Nov/Dec are the seasonally strongest months for MyDeal (ASX:MYD), we see this update
as lending upside to our current forecasts.
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By Josephine (Jo) Little
02 December 2020, 4:30 PM
Universal Store Holdings (ASX:UNI) has carved out a strong competitive advantage in the youth apparel category,
benefiting from a disruptive and likely enduring shift to streetwear.
UNI remains relatively ‘young’ in terms of both footprint and brand awareness in
newer markets like NSW/VIC, lending strong sales upside in periods to come.
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By Josephine (Jo) Little
01 December 2020, 4:30 PM
Domino's Pizza Enterprises (ASX:DMP) investor briefing showed incrementally positive tone across the board. When a large franchise has strong momentum and franchisee profitability is strong
this leads to an increased appetite for new stores... DMP's largest growth driver.
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By Belinda Moore
06 August 2020, 3:54 PM
Corporate Travel Management (ASX:CTM) is well positioned to navigate the extremely challenging operating conditions the travel industry is enduring due to COVID-19. It has a low cost base, relatively capital light business model and plenty of available liquidity.
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By Josephine (Jo) Little
28 May 2020, 3:15 PM
I discuss the reactivation of the Retail sector in Australia post Covid-19 and my preferred stock picks
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By Josephine (Jo) Little
11 May 2020, 10:00 AM
Analysis on JB Hi-Fi following the release of their 3Q trading update
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