JB Hi-Fi Ltd – Strong Performance And Dividend Growth

Strong Performance and dividend growth: The shares of JB Hi-Fi Ltd (ASX: JBH) surged about 7.26% in the last one month (as at February 09, 2016) with the reporting of net profit after tax of $ 95.2 million (as compared to $ 88.5 million of HY15) from $ 2.12 billion of sales ($ 1.97 billion in of HY15) for the half year ended 31 December 2015 (HY16), with total sales growth of 7.7% and comparable sales growth of 5.2%. The board also declared an interim dividend of 63.0 cents per share fully franked up 4 cents per share over the previous year  To read the complete report click here . To get your free report Click Here

Which Retail Stocks to pocket ?

Acquisition of Homebase to leverage the potentialUK home improvement market: Wesfarmers Ltd (ASX: WES) recently announced that they would be acquiring Homebase, a UK retailer from Home Retail Group for £340 million. With this move, WES is targeting a potential market size of £38 billion in the UK market and intends to foray its Bunnings brand in the UK market. By combining the best of both Homebase and Bunnings business, WES believes that they would be able to position themselves in the UK market given their solid expertise in Australia. Consequently, the shares of WES have rallied over 11.70% in the last three months (as of February 08, 2016). To read the complete report click here . To get your free report Click Here

Wesfarmers Limited – Acquisition Of Homebase To Leverage the PotentialUK Home Improvement Market

Acquisition of Homebase to leverage the potentialUK home improvement market: Wesfarmers Ltd (ASX: WES) recently announced that they would be acquiring Homebase, a UK retailer from Home Retail Group for £340 million. With this move, WES is targeting a potential market size of £38 billion in the UK market and intends to foray its Bunnings brand in the UK market. By combining the best of both Homebase and Bunnings business, WES believes that they would be able to position themselves in the UK market given their solid expertise in Australia. Consequently, the shares of WES have rallied over 11.70% in the last three months (as of February 08, 2016). To read the complete report click here . To get your free report Click Here

Village Roadshow Ltd – Acquired Opia To Enhance Its UK Digital Business

Acquired Opia to enhance its UK digital business: Village Roadshow Ltd (ASX: VRL) is focusing to expand its digital business apart from its core theme parks, cinema exhibition, film production and distribution business. As a result, the group’s UK subsidiary, Edge Loyalty Systems recently reported that they are acquiring 80% of the Opia business to expand their presence in UK digital business for GBP 24 million. Management estimates this acquisition to be earnings accretive from acquisition date as well as generate a positive cash-flow. Opia’s EBITDA is forecasted to be over GBP 6 million per annum during first full year of acquisition while net profit after tax contribution for the first full year is forecasted to be over GBP2.6 million (A$5.8 million), wherein VRL will have 80% share.   To read the complete report click here

Seven Small Cap Stocks to Buy

Acquired Opia to enhance its UK digital business: Village Roadshow Ltd (ASX: VRL) is focusing to expand its digital business apart from its core theme parks, cinema exhibition, film production and distribution business. As a result, the group’s UK subsidiary, Edge Loyalty Systems recently reported that they are acquiring 80% of the Opia business to expand their presence in UK digital business for GBP 24 million. Management estimates this acquisition to be earnings accretive from acquisition date as well as generate a positive cash-flow. Opia’s EBITDA is forecasted to be over GBP 6 million per annum during first full year of acquisition while net profit after tax contribution for the first full year is forecasted to be over GBP2.6 million (A$5.8 million), wherein VRL will have 80% share.   To read the complete report click here

Scentre Group – Efforts To Enhance Its Capital Position

Efforts to enhance its capital position: Scentre Group Ltd (ASX: SCG) recently reported that it would be offloading three shopping centers (Westfield Glenfield, Westfield Queensgate and Westfield Chartwell) in New Zealand, enabling the group with gross proceeds of NZ$549 million. With this move, SCG would be able to improve its capital position and aim for potential growth. Meanwhile, the group also delivered a decent third quarter performance, with its specialty sales rising by 5.4% year on year in the third quarter. SCG also has a strong pipeline of > $3 billion and improved its releasing spreads which were down 2.5% as compared to releasing spreads decrease by 4.2% in prior corresponding period. Scentre Group had forecast its comparable NOI growth in the range of 2% to 2.5% for the year ended on 31 December 2015. With the stock trading at a decent P/E and a dividend yield, we recommend a “HOLD” on this stock at the current price of  $4.15  To read the complete report click here 

Flight Centre Travel Group Ltd – Expanding Penetration Via Acquisitions

Expanding Penetration via acquisitions and Investments: Flight Centre Travel Group Ltd (ASX: FLT) is expanding its penetration via acquisitions and lately made an agreement with Professional Performance Systems Pty Ltd (PPS), owner and operator of BYOjet Group, to acquire 70% stake in PPS, with an option to increase its stake for entire ownership post FY18. BYOjet.com focuses on low cost airfares and even acquired JETMAX booking system. With this acquisition, FLT would be able to boost its product offerings into hotels and insurance, contracting, as well as establish business in new markets. Flight Centre Travel also acquired 98.66% of StudentUniverse.com for USD 28 million to expand its presence among student and youth groups in the United States as well as across the world.  To read the complete report click here 

AURIZON HOLDINGS LIMITED – Transformation Program Contributed To Performance

Company Overview – Aurizon Holdings Ltd. (Aurizon) is an Australia-based rail freight operator. The Company acts as a heavy haul freight railway operator; rail transporter of coal from mine to port for export markets; engages in bulk general and containerized freight businesses, and rail services activities. Its segments include Network, Commercial & Marketing, Operations and Other. The Network segment provides access to, operation and management of the Central Queensland Coal Rail Network. It also provides overhaul and maintenance of rail network assets. The Commercial & Marketing segment is engaged in commercial negotiation of sales contracts and customer relationship management. The Operations segment is engaged in the national delivery of coal, iron ore, bulk and intermodal haulage services. It also includes yard operations, fleet maintenance, operations, engineering and technology, engineering program delivery and safety, health and environment. It also maintains rolling stock fleet assets.To read the complete report click here 

JB Hi-Fi Ltd-Positive Outlook But Competitive Headwinds

Positive outlook but competitive headwinds: JB Hi-Fi Ltd (ASX: JBH) stock delivered a year to date returns of over 16.94% (as of December 18, 2015) and  reported a net profit of over $131 million in fiscal year of 2015, which is above the estimated guidance range of $127 million to $131 million. Moreover, the JB Hi-Fi HOME performance improved the overall online sales by over 17% yoy. Meanwhile, management issued a better sales growth outlook of 5.4% to $3.85 billion in fiscal year of 2016, as improving housing market might lead to a better home appliances demand and in turn benefit JBH. Accordingly, the firm intends to open 6 new stores in FY16, with 5 in Australia and 1 in New Zealand. Moreover, management targets to convert over 16 present JBC Hi fi stores to JB HI FI home stores with 13 in Australia and 3 in New Zealand.
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Fonterra Ord Unit-FTA Agreement Might Support Further Growth

FTA agreement might support further growth: FONTERRA ORD UNIT (ASX: FSF) stock fell over 2.12% during this year to date (as of December 18, 2015), as the group’s FY15 performance was impacted by lower milk prices and thus hurt its top line by 15% year on year (yoy) to $18.8 billion. On the other hand, FSF focused on operating efficiency and volumes to offset this pressure, and accordingly delivered an EBIT and NPAT rise of 94% yoy and 183% yoy, respectively. On the other hand, the recent free trade agreements with China, Japan, and Korea would drive demand for the group’s products in the long term. As a result, FSF Australia is investing over NZ$141 million for developing a state-of-the-art cheese plant at its Stanhope factory, which would replace its hard cheese plant as the group is positioning itself to leverage the demand. The group is offloading its non-core business and recently agreed to sell its 50% stake at DairiConcepts for NZD 196 million. FSF is also expanding its Anmum infant formula brand to further penetrate into China via Beingmate distribution and sales network as well as partnered with Trans Pacific. As per the recent updates, FSF plans to enter into a five year agreement with Bellamy’s Australia Ltd to manufacture a new range of baby nutritional powders. FSF also stated that dairy exports have remained strong for Australia. The company intends to sell Australian yoghurt dairy desserts business to Parmalat Australia Pty Ltd. The transaction is subject to approvals including regulatory approvals.  To read the complete report click here