Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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Hanes Brands Bonds With Pacific Brands With a Blockbuster Offer of A$1.15 Per Share
Pacific Brands has entered into a scheme implementation deed, pursuant to which HanesBrands will acquire all outstanding shares in Pacific Brands...
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Retain Positive View on Australia's Discretionary Retailers
In May of last year, Evidente published a post recommending that investors have an overweight bet in Australia’s discretionary retailers based on...
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Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
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A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
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