Kogan.com was a stand-out performer amid the doom and gloom of the retail space with several highlights from its inaugural full-year result as a listed company. Show More
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The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the top for Australian property. So for equity market investors is this something to be concerned about or is it just making headlines? Rhett... Show More
Myer Holdings has been a perennial underperformer for most of the last seven years since their float in 2009. The department store shares were sold at $4.10 in their 2009 float; closed at $3.75 on their first day of trading and has never traded at or above the float price... Show More
As we approach the end of calendar year we take a look at how the retailers are positioned for what should be their peak trading period. Retailers have a number of tailwinds such as low interest rates, the 'wealth effect' from rising property prices and the fact that a weaker... Show More
Aussie market started negative with global sentiment and then rebounded on the credit data showing business recovery. The market was driven mainly by macro while the recent bad boys were hurt further on a negative day. WOW and DSH result has put the negative light on retail as a whole.... Show More
The S&P500 suffered a shocking Q3 2015 seeing July +1.3%, August -6.3% and September -2.6% wiped off the value of the index erasing all year on year gains.. Recovery has come back into October however with Fed rate hike likely pushing into 2016, question of whether positive trend sustainable becomes... Show More
Livewire recently featured a report from Watermark Funds discussing 5 industries at risk of disruption https://www.livewiremarkets.com/wires/27386 - the report generated lots of interest. Livewire spoke with Justin Braitling, CIO of Watermark Funds, to discuss some of the themes the report raised and how they are translating to his views on... Show More
Discretionary retailers will be crunched by the weaker $A, so why does the market choose to ignore it? Whilst the falling $A is a potential rescuer of the Australian economy, we believe there has been little analysis on its likely effect on discretionary retailers who face a surge in the... Show More
The impending release of Australian retail sales data tomorrow will put the focus on our listed retailers and help set the scene for next month's reporting season. But there's one stock with more to prove come February. Economists are forecasting a 0.2% rise in retail spending for the month of November... Show More