Director, RaaS Research Group, Research as a Service (RaaS)

RaaS Research Group (RaaS)

Director, RaaS Research Group

Insightful Financial Models and Research Analysis

Research as a Service (RaaS)

Connect to the right investors through smart and insightful financial models and research analysis.

Thematic (Sector/Industry)

<ul><li>We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns.</li><li>As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand.</li><li>We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment.</li></ul>

We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns.As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand.We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment.

Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls</li></ul>

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Australia

Bapcor Limited retails automotive parts. The Company offers aftermarket parts, accessories, and services. Bapcor serves customers in Australia.

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Bapcor Ltd (BAP AU)

Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

Investors may place more emphasis on one criteria over another but our analysis reveals (ASX:DSK), (ASX:UNI) and (ASX:NCK) tick the most boxes.

Research as a Service (RaaS)

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

FNArena

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

FNArena

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)