Search Results for: jbh
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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.
TaggedJB Hi-Fi (JBH)- 9 Comments
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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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Stocks to watch
Russell Muldoon
August 14, 2014
We’ll take a break from The Screen series for a few weeks, as our focus shifts to full-year company results and outlook statements. And while it’s still early days, a few businesses have already caught our attention. Below follow our notes on two of them. Continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Health Care, Insightful Insights.
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The internet of (almost) everything
Scott Shuttleworth
August 4, 2014
Last week, I came across an interesting article on Yahoo! Finance that presents examples of where Warren Buffett has done well – and not so well – in the retail sector. It attributes Buffett’s Achilles’ heel to the way that “the Internet is rapidly reshaping shopping habits and affecting Berkshire-owned retailers in ways they didn’t expect”. Continue…
by Scott Shuttleworth Posted in Consumer discretionary, Technology & Telecommunications.
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Looking forward to: JB Hi-Fi results
Russell Muldoon
April 22, 2014
On Thursday, Dick Smith Holdings (ASX: DSH) released a solid quarterly result, revealing a continued period of buoyancy in household electronic goods sales. Whilst we don’t own shares in the business – as we prefer to own the dominant player in any sector – we couldn’t help but take note. Continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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Reporting Season’s Winners and Losers
Roger Montgomery
February 25, 2014
As the current reporting season draws to a close, we’ve come up with our list of the market’s best (and, by default, less-than-best) performers.by Roger Montgomery Posted in Companies.
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Looking at: JB Hi-Fi’s pre-half-yearly report
Russell Muldoon
February 10, 2014
We’ve recently experienced a rash of downgrades to market expectations: including Super Retail Group (SUL) and The Reject Shop Limited (TRS), along with poor showings from US electronics retailers and the material decline to the share price of JB Hi-Fi Limited (JBH). Continue…
by Russell Muldoon Posted in Companies, Consumer discretionary.
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Sector Sentiment
Ben MacNevin
February 5, 2014
Analysts weren’t expecting a bumper Christmas period; the general expectation was for relatively steady sales growth to finish the year. However, sentiment in the retail sector has taken a negative turn after disappointing trading updates from key retailers. Should this be cause for concern? Continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.
