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...
4.4k Views
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...
935 Views
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...
520 Views
Perpetual Angles For A Bump In ERM Power
On the 22 August, Australian energy company Erm Power Ltd (EPW AU) entered into a Scheme Implementation Deed (SID) with Shell Energy Australia...
750 Views
Webster: PSP Goes For the Juglans
Australian agribusiness company Webster Ltd (WBA AU) has entered a Scheme Implementation Agreement with Canada's PSP Investments. The consideration...
746 Views