Village Roadshow Must Bank Sully, as Shares 30% Undervalued
No-moat-rated Village Roadshow's market value has declined 10% since the release of the fiscal 2016 result in August. Some of this can be justified...
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Village Roadshow. Cinema 1 : DVD 0
Each of Village Roadshow's businesses boasts leading market positions in Australia, albeit all highly leveraged to consumer discretionary spending...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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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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