JBH & The Good Guys: Animal Spirits - More Crouching Tiger, Less Fluffy Bunny
Edgware called for some animal spirits from JB Hi-Fi in its pursuit of The Good Guys. It is a once in a generation opportunity to reshape the...
340 Views
Kogan.com - Kompound Returns
Edgware initiated coverage on Kogan.com after its recent ASX-listing. We are the second broker to cover the online retailer besides the IPO broker....
339 Views
Harvey Norman Firing on All Cylinders as All Stars Align, but We See Significant Downside
No-moat Harvey Norman reported underlying earnings of AUD 371 million in fiscal 2016, up 38% from the previous year. We adjust this figure by after...
315 Views
Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
332 Views
JBH & The Good Guys: Hunting For Some Animal Spirits
Edgware released the report ‘JB Hi Fi: From Good to Great’ in November last year (attached) along with key exhibits and updated earnings.We drew on...
352 Views