Going into Survival Mode: The Rush to Innovate
Stay Underweight Consumer Discretionary and Consumer Staples. In our 2018 Australian equity market outlook, we argued that the country is in grip...
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A Lame-Duck Christmas Retail Period in Oz
Stay underweight bricks and mortar retail. Our model portfolio is underweight retail, despite the sector having attractive valuations. We argued...
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Super Retail Group FVE Cut After Reassessing of Competitive Dynamics
We cut our fair value estimate of Super Retail Group Ltd (SUL AU) to AUD 7.70 from AUD 9.00, driven by a more muted outlook on sporting goods and...
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Super Retail Group Consolidates Sports Division
No-moat Super Retail Group has announced that its sports retailing division will be retiring the Amart Sports brand and focusing solely on Rebel....
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Video Investment Review: Amazon's Impact on Australian Retail
KIS Capital Chief Investment Officer, Josh Best provide’s a brief analysis of “The Amazon Effect”. Using Super Retail Group Ltd (SUL AU) as an...
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