Webjet: Thomas Cook finally loses the battle By Belinda Moore 24 September 2019, 12:25 PM Thomas Cook, a customer of WEB's WebBeds B2B business, has entered into Compulsory Liquidation. Read more...
Consumer Discretionary: Post FY19 reporting season stock take By Josephine (Jo) Little 10 September 2019, 5:11 PM On balance, retail results were better than expected while outlook commentary/tone was also more upbeat. Our key picks include: APE, BBN, BLX, LOV and NBL. Read more...
Reporting season preview: Gaming and Professional Services By James Lawrence 01 August 2019, 3:00 PM We review the Gaming and Professional Services Sector ahead of the Reporting Season August 2019. Read more...
Collins Foods: Australia delivers the goods By James Barker 26 June 2019, 8:38 AM A solid FY19 result, with margin expansion for KFC Australia the highlight. Read more...
Jumbo Interactive: It keeps powering along By James Lawrence 08 April 2019, 8:21 AM Following significant earnings changes we increase our share price target 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...
Reporting season preview: Gaming and Professional Services By James Lawrence 07 February 2019, 1:15 PM I discuss the Gaming and Professional Services sector and highlight my key stock picks ahead of 1H19 reporting season. Read more...
Consumer sector: Stocktake By Josephine (Jo) Little 31 January 2019, 2:30 PM 1H19 reporting season preview Read more...
Retail sector update: December 2018 By Josephine (Jo) Little 18 December 2018, 12:00 PM Retail stocktake – feels tougher than usual Read more...
Aristocrat Leisure: Investing for the future By James Lawrence 03 December 2018, 8:06 AM Still plenty to like as Aristocrat retains its dominant market position in the Americas and Australia/New Zealand Read more...