Director, RaaS Advisory, Research as a Service (RaaS)

Research as a Service (RaaS)

Director, RaaS Advisory

Insightful Financial Models and Research Analysis

Connect to the right investors through smart and insightful financial models and research analysis.

Thematic (Sector/Industry)

<ul><li>We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns.</li><li>As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand.</li><li>We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment.</li></ul>

We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns.As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand.We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment.

Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

Australia

Nick Scali Limited retails furniture in Australia.  The Company specializes in leather and fabric lounges, dining rooms, bedrooms and occasional furniture. Nick Scali has about nine showrooms located in New South Wales and Queensland.

Myer Holdings Ltd. operates department stores. The Company retails womens wear, mens wear, youth fashion, childrens wear, intimate apparel, beauty, fragrance, cosmetics, house wares, electrical goods, toys, fashion accessories, and general merchandise.

AP Eagers Limited sells new and used motor vehicles and distributes related parts and accessories.  The Company operates a wide range of vehicle franchises primarily in the Brisbane region and whose services include vehicle servicing and parts, financing, leasing and extended vehicle warranties.

Beacon Lighting Group Ltd is a retailer of lighting, ceiling fans and light globes.  The Company services the middle to upper residential lighting market.

Adairs Limited operates as a retailer of manchester and homewares. The Company offers bed linen, bedding products, towels, cushions, throws, books, homewares, wall art, and furniture.

Kogan.com Ltd operates as a portfolio of retail and services businesses that includes retail, marketplace, mobile, broadband, insurance, and travel. The Company focuses on making in-demand products and services. Kogan.com specializes in consumer brand renowned for price leadership through digital solutions.

Autosports Group Limited retails automobiles. The Company offers new and used cars, as well as provides parts, repair, insurance, and financing services. Autosports Group serves customers in Australia.

Michael Hill International Limited manufactures, wholesales, and distributes jewelry. The Company offers rings, pendants, necklaces, bangles, earrings, bracelets, watches, and other accessories. Michael Hill operates stores in New Zealand, Australia, Canada, and the United States.

Super Retail Group Ltd. operates a chain of retail stores throughout Australia. The Stores sells a wide range of automotive parts and accessories, tools, camping products, gardening and outdoor equipment and boating equipment throughout Australia and New Zealand.

Baby Bunting Group Limited operates as a nursery retailer and one-stop-baby shop. The Company offers prams, car seats, cots, nursery furniture, high chairs, change tables, portable cots, home safety, toys, feeding, monitors, baby wear, and related products.

Sinomach Automobile Co., Ltd. operates in the car wholesale and retail business. The company changed business sector from machinery to automobile wholeslae after the acquisition of China Automobile Trading Co Ltd.

ARATA CORPORATION operates and manages its subsidiaries, which are wholesalers handling daily consumable goods such as cosmetics, soaps, detergents and office supplies and pets products.

Zhejiang Orient Holdings Co., Ltd. imports and exports textile products.  The Company exports cotton and wool knitwear, household textile products, and accessories, as well as imports textile raw materials and equipment.  Zhejiang Orient also provides apparel processing services, acts as a cargo transportation agency, and operates in properties.

Xinhua Winshare Publishing and Media Company Ltd. retails and distributes books and offers services.  The Company operates a chain of retail bookstores, distributes textbooks and supplementary materials, and provides ancillary support and services to book publishers.

CENTRAL AUTOMOTIVE PRODUCTS LTD. imports, exports, and wholesales automobile parts such as transmission gears, engines, engine cleaning equipment, car body coating agents, and air conditioning components.  The Company also sells mobile communications equipment.

Liaoning Cheng Da Co., Ltd. imports and exports a variety of textile products including knitting products, household textile products, and apparel.  The Company also operates pharmaceutical chain stores and provides processing services.

Water Direct Corp. provides natural mineral water delivery services to home and office.  The Company also sells one's own water servers to keep hot and cold tempature.

CHORI CO., LTD. is a trading company specializing in textile products.  The Company primarily distributes synthetic fibers and other chemical products. Chori has a strategic relationship with Asahi Chemical and Toray Industries in synthetic textiles and chemicals.

Anhui Xinhua Media Co Ltd wholesales, retails, publishes textbook, graphic book, audio, and vieo products.  The Company also operates trading, property management and property leasing businesses.

PALTAC CORPORATION. is a wholesaler. The Company distributes cosmetics, daily necessities, and medicine to drug stores, convenience stores, supermarkets, and home centers. Paltac also operates and manages logistics centers.

Bapcor Limited retails automotive parts. The Company offers aftermarket parts, accessories, and services. Bapcor serves customers in Australia.

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Bapcor Ltd (BAP AU)

Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

Investors may place more emphasis on one criteria over another but our analysis reveals (ASX:DSK), (ASX:UNI) and (ASX:NCK) tick the most boxes.

Research as a Service (RaaS)

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