By Josephine (Jo) Little
20 August 2021, 1:30 PM
TRS continues to execute on its material cost-out program, although A$5m of FY21 wins will be re-invested in FY22.
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By Josephine (Jo) Little
04 May 2021, 3:30 PM
Super Retail Group's 3Q21 trading update showcased continued strong top-line momentum across all divisions. We update our forecasts and investment view accordingly.
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By Josephine (Jo) Little
18 April 2021, 3:00 PM
Eagers Automotive (APE) continues to benefit from favourable supply/demand dynamics across the industry, providing a strong 1Q21 trading update.
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By Belinda Moore
12 April 2021, 5:00 PM
Webject has raised A$250m through convertible notes. The net proceeds will be used to repayterm debt, fund potential acquisitions and for capital management and general corporate purposes.
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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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