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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A Look at Amazon's Launch in Australia
Amazon.com Inc (AMZN US) has officially launched in Australia signalling an increase in promotional activity and delivery based competition. Amazon...
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Has Amazon Delayed Its Launch in Australia? The Near-Term Implications for Retailers
Summary:Amazon.com Inc (AMZN US) trial-launched its marketplace offer on Thursday according to Reuters yet has still not launched its website on...
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What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
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Australian Electronics Retailers Need to Embrace the Online Trend
Consumers rejoiced in April, when Amazon.Com Inc (AMZN US) confirmed its intention to enter the Australian market with the full range of categories...
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