Retail sector update: December 2018 By Josephine (Jo) Little, 18 December 2018, 12:00 PM Senior Analyst Sectors Covered: Consumer Discretionary, Industrials & Developers Retail stocktake – feels tougher than usual
Coles Group: A fresh start By Alex Lu, 23 November 2018, 1:25 PM Analyst Sectors Covered: Industrials We initiate coverage with a Hold recommendation
Woolworths: Petrol business finds another buyer By Alex Lu, 12 November 2018, 9:44 AM Analyst Sectors Covered: Industrials WOW to sell petrol business for A$1.725bn
Baby Bunting Group: Time for a growth spurt By Josephine (Jo) Little, 08 October 2018, 3:20 PM Senior Analyst Sectors Covered: Consumer Discretionary, Industrials & Developers Well placed to emerge as a real category killer
Beacon Lighting – Solid growth still on offer By Josephine (Jo) Little, 20 August 2018, 3:43 PM Senior Analyst Sectors Covered: Consumer Discretionary, Industrials & Developers We are more than comfortable with how this management team is setting the business up for solid medium-term growth
Motorcycle Holdings – Cycling out of a tough FY18 By Josephine (Jo) Little, 02 May 2018, 9:32 AM Senior Analyst Sectors Covered: Consumer Discretionary, Industrials & Developers Good value down here
Apollo Tourism & Leisure By Josephine (Jo) Little, 28 March 2018, 10:51 AM Senior Analyst Sectors Covered: Consumer Discretionary, Industrials & Developers Road trip to Europe
Wesfarmers By Alex Lu, 19 March 2018, 9:48 AM Analyst Sectors Covered: Industrials Good things are happening at WES
Wesfarmers By Alex Lu, 23 February 2018, 9:18 AM Analyst Sectors Covered: Industrials A lot of work still to be done
Bapcor By Josephine (Jo) Little, 21 February 2018, 12:52 PM Senior Analyst Sectors Covered: Consumer Discretionary, Industrials & Developers A good place to be in a difficult retail sector