Super Retail Group: Will bushfires crimp short-term earnings? By Josephine (Jo) Little 16 January 2020, 3:00 PM We highlight a potential indirect, short-term impact from the recent tragic Australian bushfires on SUL’s earnings/trading update. Read more...
Retail Sector Update: November 2019 By Josephine (Jo) Little 21 November 2019, 11:45 AM Morgans Senior Analyst Josephine Little provides an update for the Retail Sector. Read more...
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...
Lovisa: Waking up to store rollout growth each day By Josephine (Jo) Little 29 October 2019, 2:50 PM While Lovisa (LOV) is far from being ‘cheap’, getting exposure to a significant global rollout program is also rare in the Australian retail sector. Read more...
Super Retail Group: Still early in the half By Josephine (Jo) Little 24 October 2019, 2:25 PM With the stock trading on 11.2x FY20 PE and a 5.8% yield, we maintain an Add rating Read more...
Treasury Wine Estate: There is a lot more to come By Belinda Moore 27 September 2019, 6:12 PM Treasury Wine Estates Investor Day showcased the quality of its management team, its world class viticultural assets and brand portfolio and its sustainable growth strategy. 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...
Reece: Reece's Pieces By Taarika Raju 11 July 2019, 11:34 AM We see REH’s value proposition outweighing near term headwinds. 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...