Mosaic Brands: 1H21 trading update

By James Barker

01 February 2021, 9:00 AM

Mosaic Brands (MOZ) has provided their 1H21 trading update. We believe MOZ offers value relative to retail peers; however, given the significant operational restructure underway, we maintain a hold rating.


Adairs: Will current earnings prove sustainable?

By Josephine (Jo) Little

08 December 2020, 4:00 PM

Adairs' (ASX:ADH) strong sales trends have continued. Material upside to ADH’s current valuation/rating will ultimately lie in its ability to demonstrate that current elevated earnings levels are sustainable. In the meantime, we expect ADH’s balance sheet to be in a strong net cash position.


Wesfarmers: Trading well despite some disruptions

By Alex Lu

12 November 2020, 12:00 AM

Wesfarmers' (ASX:WES) trading update overall for October YTD was better than we expected. Bunnings and Officeworks were particularly strong with Catch also maintaining good momentum. LFL sales at Kmart and Target were solid, boosted by very strong online growth, although total sales were adversely impacted by government-mandated store closures in Melbourne.


Adairs: Tough crowd

By Josephine (Jo) Little

27 October 2020, 3:15 PM

All sales trends showed an acceleration from the August trading update, persisting at elevated levels. Despite a pretty exceptional update and material EPS upgrades, the share price declined.

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