Enero Group Ltd: Undervalued Despite the Stresses?
Enero Group was listed as Photon Group in 2004 following a series of expansionary acquisitions. EGG attempted to create a global advertising and...
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Monday Delight: 01/09/25
Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...
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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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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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