Hallenstein Glasson - Still in Style
With HLG trading on a two year PE near the middle of its ANZ retailer peer group, and at a small discount to its history, we view the risk/reward...
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Retail Sector - What's in Stock for Christmas & The Year Ahead
Christmas is a significant trading period for retailers. While 2024 has been a challenging year for the sector, recent listed trading updates and...
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Retail Sector - Checking Out Reporting Season
Much of the action for the upcoming retail reporting season came to light during confession season in February. KMD Brands (KMD) reported...
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Hallenstein Glasson - Back in Season — Upgrade to NEUTRAL
We upgrade Hallenstein Glasson (HLG) to NEUTRAL from UNDERPERFORM as HLG is trading in-line with our valuation after a recent derating in the share...
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Hallenstein Glasson - FY23 Result — Signs of Slowing
Hallenstein Glasson (HLG) reported an FY23 result in line with our expectations and the middle of its guidance range. The result, which was largely...
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