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...
4.4k Views
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...
935 Views
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...
520 Views
Market Overreacts to G8 Education's Weak First-Half Result
G8 Education has embarked on a rapid yet highly successful and disciplined acquisition strategy, consolidating the fragmented child-care...
329 Views
It Pays To Be Patient
Anchorage has bumped their initial $0.90 offer into the fair range given by Affinity's IFA. G8 has agreed to vote in favor of Anchorage's offer,...
494 Views