Wesfarmers: On a health kick

By Alex Lu

13 July 2021, 9:30 AM

Wesfarmers (ASX:WES) has made a non-binding, indicative offer to acquire 100% of Australian Pharmaceutical Industries (ASX:API) for A$1.38 per share, valuing the company's equity at A$687m (or EV of A$822m).

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Woolworths: Slimming Down

By Alex Lu

29 June 2021, 4:00 PM

With the Endeavour Group (ASX:EDV) demerger now finalised, Woolworths (ASX:WOW) has become a more simplified business with management able to focus on food and everyday needs.

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Wesfarmers: Still going strong

By Alex Lu

18 February 2021, 4:30 PM

Wesfarmers' 1H21 result was well above our expectations. However, while sales across its retail businesses have remained strong through January and February, a slowdown from March is expected due to COVID-19.

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Coles Group: An interesting period ahead

By Alex Lu

17 February 2021, 8:00 AM

Coles Group (COL) reported 1H21 earnings growth comfortably ahead of our forecast. We are particularly attracted to the strength of the balance sheet which will allow ongoing investment for growth while delivering a consistent dividend stream.

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