ASX:TPW

Here's what we learned from leading CEOs this week

NAOS Asset Management

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

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Christmas is coming for online retailers

Livewire Equities

We believe the outlook for Australian retailing is looking positive and bodes well for the run into the key Christmas (December 2016) and clearance (January 2017) period. With interest rates at historic lows and a relatively benign, if not positive, macroeconomic environment, Australian retailers look poised for a relatively strong... Show More

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A flat Christmas for a sluggish retail sector

Livewire Exclusive

The retail sector has bounced following the Federal election, but the sector remains subdued with expectations that this will continue through the Christmas shopping period. Chris Stott, Chief Investment Officer at Wilson Asset Management, thinks online retail growth is slowing and the space is looking mature. In the US, online... Show More

Kogan a standout in a difficult sector

Monash Investors Pty Limited

Internet retailing has been one part of the market that has taken a bit of a beating lately. For example: Surfstitch, Temple & Webster and AHA Life. We did not invest in any of these. So it was good to see a company in which we did invest, Kogan, beat... Show More

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