In a matter of weeks, Wesfarmers’ demerger of Coles will be complete. Coles will be listed as a stand-alone business for the first time in 11 years. You may think that both Coles and Woolworths have similar risks given that they operate in the same industry. However, a deep dive... Show More
On Friday morning, Wesfarmers announced that they are looking to demerge its Coles division to create a new ASX top 30 company, with leading positions in supermarkets and liquor. This move was very well received by the market, with Wesfarmers stock finishing up $2.60, or +6.3%, on Friday. Over the... Show More
Head of Research Nathan Bell explains what Amazon's recent bid for US grocer Whole Foods means for grocery retailers at home and abroad such as Coles and Woolworths, while highlighting an undervalued cable TV and broadband provider that the market's forgotten. Show More
Could a television show about Hugh Hefner, the Playboy founder, form part of a competitive threat to Australian retailers Coles and Woolworths? Show More
I recently visited the UK to learn more about the UK economy, in particular UK retailers, and to see if the UK market held any lessons for Australian businesses. Show More
Stock Story: Lindsay Corporation (LAU) exposed to the emerging food bowls of Northern Queensland. Lindsay is an Australian refrigerated logistics provider operating predominantly in Northern Queensland. Given fresh food delivery is often time and temperature sensitive, Lindsay's scale and experience in freight allows them to achieve stronger and more stable... Show More
How we beat the street. Thursday 21st November was the one-month anniversary of the FE 200 model portfolio. It's been a great month - returning 2.5% more than the ASX 200! This is because of good quality companies with better earnings prospects. But our banking sector call helped a lot... Show More
Steve Worthington, Professor in the Faculty of Business and Economics at Monash University has analysed the possible move by Coles, a subsidiary of Wesfarmers (ASX: WES) into the banking space. It is believed that Coles has applied to become an Authorised Deposit-taking Institution, following the global trend of supermarkets into... Show More