By Alexander Mees
18 May 2023, 8:00 AM
We walked away from Super Retail Group’s (ASX:SUL) investor strategy presentation in Sydney today with a better understanding of the significant operational improvements the company achieved over the course of the pandemic.
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By Alexander Mees
16 May 2023, 8:00 AM
Aristocrat Leisure (ASX:ALL) has paid up to get its hands on NASDAQ-listed NeoGames (NGMS), offering a premium of 104% to the 3-month volume-weighted average price.
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By Alexander Mees
04 May 2023, 8:00 AM
Australian retail sales in March 2023 rose by 0.4% month-on-month (m/m), which was slightly above the consensus forecast of a 0.3% rise.
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By Alexander Mees
31 March 2023, 8:00 AM
In this report, we identify 11 consumer discretionary stocks that are currently trading within 10% of their 12-month lows.
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By Alexander Mees
29 March 2023, 8:00 AM
Australian retail sales rose by +0.2% month-on-month, slightly exceeding the consensus forecast of a +0.1% rise.
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By Alexander Mees
27 March 2023, 9:00 AM
At a virtual roundtable, Aristocrat Leisure (ASX:ALL) reiterated its expectation of positive NPATA growth in FY23, weighted to the second half.
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By Alexander Mees
21 March 2023, 8:00 AM
We have reviewed the earnings estimates of all the companies in our coverage universe after the first half reporting season in February. We have updated our models for four stocks.
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By Alexander Mees
07 March 2023, 8:00 AM
The median growth in EBIT in 1H23 across our coverage universe was 10.3%, beating our forecasts by 1.6%.
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By Alexander Mees
01 March 2023, 8:00 AM
Retail sales bounced back in January 2023 after an unexpectedly sharp fall in December 2022.
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By Alexander Mees
27 February 2023, 8:00 AM
Jumbo Interactive's (ASX:JIN) underlying EBITDA was $30.4m, up 7% on the pcp, but 5% lower than our forecast.
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