External broker reports(aggregated public sources), Moelis Australia Ltd

MA Moelis Australia

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External broker reports(aggregated public sources)

Moelis Australia Ltd

Equity Bottom-Up

<div><div><div><div><ul><li>Challenging environment persists: in a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency and utilisation (LAU, not covered).</li><li>2H trading has also been impacted by lower horticultural volumes in seasonal products, caused by significant wet weather, though this appears to be limited to North Queensland.</li><li>Peer commentary has also noted no rebound in volumes post Easter trading, which has been affected by soft demand and adverse weather. </li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Challenging environment persists: in a review of recent peer trading updates we note disrupted freight flows and volumes in 2H trading, which have impacted operational efficiency and utilisation (LAU, not covered).2H trading has also been impacted by lower horticultural volumes in seasonal products, caused by significant wet weather, though this appears to be limited to North Queensland.Peer commentary has also noted no rebound in volumes post Easter trading, which has been affected by soft demand and adverse weather. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

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