Consumer Discretionary

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. After a regulation-risk price plunge of questionable magnitude, Blackmores is again offering value according to Credit Suisse.

The going is tough for retailers across the board, brokers contend, with the few positives in the outlook suggesting stock picking is the go in most segments.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Treasury Wine Estates has updated guidance in line with the market but on current share price brokers question whether value is overplayed.

Several brokers make the case for Automotive Holdings divesting its poorly performing refrigerated logistics business.

Market pressures for insurers; ESG research; top risks for banks; stock specifics drive consumer sector; Praemium’s major contract; the value of Pureprofile .

Brokers consider Wesfarmers’ strategy to turn Target around and expand Bunnings in the UK is sound but suspect pressure on earnings will result in lower dividends.

Metcash produced a FY16 result that was largely as expected, with the challenges in the food & grocery segment continuing to divide brokers.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Kathmandu is turning its business around and Canaccord Genuity likes the potential.

The latest report from Deloitte Access Economics suggests Australian retailers should not be complacent because of rising house prices and RBA rate cuts.

Demand for wine is growing in China and Treasury Wine Estates is well placed for the push into that market, but several brokers suspect the growth implied in the share price is excessive.