Page 9 - Broker Wrap News Today : Breaking News, Live Updates & Top Stories | Vimarsana

-Snap lockdowns to undermine discretionary retail earnings/share prices -Proposed EU-based consumer credit regulations may affect growth for Afterpay/Zip Co -Major rebound in buybacks, special dividends, and return to normal dividend payout ratios on the cards By Mark Story Discretionary retail: Lockdowns tarnish second half earnings Despite the accelerated vaccine roll-out nationally, Jarden sees the real risk of Australia remaining closed for longer, which will likely delay the reopening trade. To reflect snap lockdowns in NSW and Victoria, partial lockdowns in QLD, WA and the NT, plus a gr...

-Sydney lockdown unlikely to reduce the magnitude of consumer expenditure -Whether the UK re-opened prematurely hinges on hospitalisations/deaths -Support for pathology stocks from the pandemic likely to continue through 2021 -Australian dollar rally sensitive to more hawkish commentary from central banks -Motor vehicle supply shortages unlikely to be resolved quickly   Covid-19 & Oz Lockdowns Lockdowns are obviously needed, JPMorgan suggests, and more so if the spread of the virus persists, yet so far the broker does not believe there is sufficient reason to shift short-term GDP forecasts o...

Weekly Broker Wrap: storage; retail; bank fees; debt & expenditure

Weekly Broker Wrap: Trade deal with the UK, China consumption softens, Woollies calls time on drinks, consumer spend shift

Weekly Broker Wrap: Higher loan rates pending, corporate earnings push higher, retail sales boom over, BNPL