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...
Coles Group: Hotels offloaded By Alex Lu 06 March 2019, 2:15 PM Coles has entered into a 50/50 joint venture with Australian Venture Co. in relation to its hotels business 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...
Coles Group: A fresh start By Alex Lu 23 November 2018, 1:25 PM We initiate coverage with a Hold recommendation Read more...
Woolworths: Petrol business finds another buyer By Alex Lu 12 November 2018, 9:44 AM WOW to sell petrol business for A$1.725bn Read more...
Baby Bunting Group: Time for a growth spurt By Josephine (Jo) Little 08 October 2018, 3:20 PM Well placed to emerge as a real category killer Read more...
Beacon Lighting – Solid growth still on offer By Josephine (Jo) Little 20 August 2018, 3:43 PM We are more than comfortable with how this management team is setting the business up for solid medium-term growth Read more...
Motorcycle Holdings – Cycling out of a tough FY18 By Josephine (Jo) Little 02 May 2018, 9:32 AM Good value down here Read more...