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Research & Markets
Recent Publications
Billabong International (BBG) - A Bird In The Hand
We maintain our Negative view on BBG.
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Billabong International (BBG) - BLAMING IT ON THE EXTERNALS AGAIN
We have cut earnings and valuation substantially and still see all the risks on the downside.
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GLOBAL ONLINE RETAILING: THE GENIE IS OUT OF THE BOTTLE
Growth in sophisticated online retail from traditional foreign bricks & mortar retailers and from new online only operators presents a major threat to Australian discretionary retailers.
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Billabong (BBG) - Serious, Serious Trouble
After a brief move from Negative to Neutral we move back to a Negative recommendation.
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Retail Sector - A Discretionary Disappointment
Despite a difficult outlook for Consumer Electronics (CE) we have upgraded our recommendation on JB Hi-Fi from Neutral to Positive.
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