Kiwi Property Group (KPG): FY26 Result – Initial Thoughts
Kiwi Property Group’s (KPG) FY26 adjusted funds from operations (AFFO) was up +8% on the prior year to NZ$100.2m (per share +5% to 6.1cps) and...
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Aussie Wages Growth: It Will Come, Be Patient
Stay Underweight Discretionary Retail. In our note dated 2 February 2018, “Going into Survival Mode: The Rush to Innovate”, we described the...
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Aussie Reporting Season Wrap
A Solid Reporting Season with an Improving Outlook: Reporting season saw more beats than misses for the ASX 200 on both EPS (54% vs 38%) and...
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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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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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