Sector Slice - Discretionary Retail | We see substantial risk to pure domestic discretionary retailers while brands with global exposure and consumer finance...

Mathan Somasundaram

Deep Data Analytics

Sector Slice - Discretionary Retail | We see substantial risk to pure domestic discretionary retailers while brands with global exposure and consumer finance models will do better in the current low consumer spending environment. The falling disposable income in middle to low income bracket will force consumers to borrow/rent to maintain living standards. Buy Ideas: KMD, PBG, TGA, VTG. Sell Ideas: DJS, HVN, JBH, MYR, NCK, TRS. (VIEW LINK)


Mathan Somasundaram
Founder & CEO
Deep Data Analytics

Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...

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