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 Credit: Is There Value Left in the Woolworths Turnaround?
Since the introduction of its new management team in February 2016 and abandonment of its failed venture into the Australian home improvement...
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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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Australian Department Stores Are Going Out of Fashion
The department store sector faces downsizing amid declining foot traffic and a material uptick in external competitionTimes are tough for...
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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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