Search Results for: jbh
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Three great retail stocks to keep an eye on
Roger Montgomery
November 24, 2022
In this week’s video insight Roger suggests a repeatable way to invest, in a sector of the Australian stock market, that appears to have provided excellent returns to those who have applied it in the past. That sector is retailers, and there are three companies that should be on your watch-list. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Why it’s so hard to be an investor right now
Roger Montgomery
May 11, 2020
Most companies are finding it nearly impossible to accurately assess the long-term impact of the COVID-19 crisis on their business. Consequently, market analysts are having an equally tough time, and their opinions can be alarmingly divergent. Recent analyst commentary on consumer goods retailer, JB Hi-Fi, is a case in point. Continue…
by Roger Montgomery Posted in Companies.
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Is it time to switch to optimism?
Roger Montgomery
May 7, 2020
After a few tough months, Australia is starting to come out of hibernation, and investors are looking ahead – as reflected in our rebounding sharemarket. But they’ll need to be selective in their stock selections, because some businesses will do far better than others in our post-lockdown world. Continue…
by Roger Montgomery Posted in Market commentary.
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Is Baby Bunting proving the doubters wrong?
David Buckland
February 20, 2020
Contrary to popular belief, not all Aussie retailers are getting smashed by the arrival of Amazon. Take Baby Bunting (ASX:BBN) for example. The nursery retailer and one-stop baby shop just posted a solid half-year, with further growth on the horizon. Continue…
by David Buckland Posted in Companies.
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JB Hi-fi reports strong numbers putting short sellers in pain
Roger Montgomery
February 10, 2020
With new chairman Stephen Goddard (former David Jones CFO and Officeworks prior to that) appointed, JB Hi-Fi (ASX:JBH) has come in with a strong result reflecting the pick-up in electronics sales reported in the national retail sales data for December. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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What did JB Hi-Fi, REA Group and James Hardie have in common coming into reporting season?
Joseph Kim
August 13, 2019
Reporting season is now underway and there have already been a few notable share price moves – JB Hi-Fi (ASX:JBH), REA Group (ASX:REA) and James Hardie (ASX:JHX) leading the way for some larger companies. Continue…
by Joseph Kim Posted in Companies.
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Fading lights at Beacon and Bingo in the Dumpster
Roger Montgomery
February 19, 2019
We have long warned of the inevitable bust that would follow the residential construction and real estate booms and now with the property market falling, it is time to think about the second and third order consequences. Continue…
by Roger Montgomery Posted in Companies.
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How long can JBH and SUL defy the retail gloom?
Roger Montgomery
February 18, 2019
JB Hi-Fi (ASX:JBH) and Super Retail Group (ASX:SUL) recently released their HY19 results. They were surprisingly strong, beating market expectations that have been progressively downgraded amid slumping national retail sales and foot traffic numbers. The question for investors is: how long can they defy the retail gloom? Continue…
by Roger Montgomery Posted in Companies.
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Short-sellers: friend or foe?
Dean Curnow
November 15, 2018
The VGI thesis on Corporate Travel Management (ASX: CTD) has certainly been grabbing the headlines. Catching up on the weekend media, you only have to google “VGI + Corporate Travel” and there is at least 10 plus updates from various publications over the last 30 days. There is certainly a dichotomy of opinions on the topic, especially amongst the financial intermediary market. Continue…
by Dean Curnow Posted in Investing Education.
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JB Hi-Fi and Good Guys report
Roger Montgomery
August 13, 2018
We’re keeping a very close eye on electronics retailers like JB Hi-Fi (ASX:JBH). Not only are they exposed to any slowdown in the economy, but they are also exposed to changes in conditions for real estate & renovation demand (especially The Good Guys) as well as credit conditions. Continue…
by Roger Montgomery Posted in Companies.
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Which Retailers are exposed to falling Property?
Roger Montgomery
June 22, 2018
As you well know, we have been calling an end to the Australian property price and construction boom/bubble for some time. And now property prices appear to be declining and auction clearance rates falling, the latter suggesting price falls are not over yet. Continue…
by Roger Montgomery Posted in Companies, Property.
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Recipe for a stock view
Lisa Fedorenko
May 7, 2018
One question I found myself being asked repeatedly is, how do I look at a new stock? So, I thought I’d share a high-level recipe of what buy-side analysts do.
Continue…by Lisa Fedorenko Posted in Investing Education.
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Australian Retail Sales Update….tailwinds for some
Roger Montgomery
March 7, 2018
We’re keen to keep an eye on retail sales. You might recall we have previously explained that on the positive side, unemployment if very low, is very good for retail conditions. On the negative side wages growth has been stubbornly flat and retailers have been unable to pass on any price rises. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Four lessons for retailers who want to survive
Roger Montgomery
November 9, 2017
The increasing challenges faced by our retailers are well documented. But from adversity can come opportunity, provided a business is prepared to innovate. And from the US comes the story of a retailer that did innovate, and has done more than just survive – it has thrived. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Which retailers will survive after Amazon hits our shores?
Roger Montgomery
October 26, 2017
How much will Amazon (NASDAQ: AMZN) hurt our retailers when its local website launches later this year? Quite a lot, it seems, if the plunging share price of some businesses is anything to go by. But it’s not all doom and gloom. Some retailers should continue to thrive. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Which companies could disappoint the market?
Roger Montgomery
July 31, 2017
As we’re on the cusp of reporting season, it’s a good time to look at the companies and market sectors that may soon be under pressure – in particular, those that could be affected by the record levels of debt held by Australian households. Continue…
by Roger Montgomery Posted in Market commentary.
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Where for art thou Retailer?
Roger Montgomery
May 18, 2017
Are the structural challenges being faced by retailers continuing? Or are they now increasing? The challenges are now only increasing with the structural pressures from the immigration of large and well-resourced foreign discounters such as Zara, Uniqlo, Aldi, H&M and Amazon, meeting the twin cyclical pressures from an end to the construction boom and rising interest rates.
Continue…by Roger Montgomery Posted in Companies.
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Where Amazon will hurt electronic retailers the most
Andreas Lundberg
May 15, 2017
We’ve been cautious on the retail space for some time – particularly retailers at risk of being hurt by Amazon’s entry into Australia. Two of the companies we believe will be most affected are the electronic retailers, JB Hi-Fi and Harvey Norman. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
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How to assess JB Hi-Fi
Tim Kelley
September 20, 2016
The recent move by JB Hi-Fi (JBH:ASX) to acquire The Good Guys has a lot of investors excited. Largely, it seems, because the tie-up will help consolidate the retailer’s pricing power in an already concentrated industry. But while we’re happy to shop there, we’re not yet convinced JBH meets our investment criteria. Continue…
by Tim Kelley Posted in Companies.
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Can Public Investors Grab a deal with The Good Guys?
Ben MacNevin
June 6, 2016
The Good Guys is reportedly on the market (again), but we wonder how much value is on offer for public investors? Continue…
by Ben MacNevin Posted in Consumer discretionary.
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